resume format for branch manager in finance company

Branch Manager Resume Examples and Templates for 2024

• Resume Examples

How To Write a Branch Manager Resume

• Resume Text Examples

As a branch manager, you’re responsible for an entire team of people along with the day-to-day operations of your facility. Figuring out how to communicate this balance of leadership and banking knowledge through a brief document can be challenging.

Your branch manager resume must emphasize your ability to effectively lead and motivate staff to achieve goals and deliver outstanding customer service. In this guide, we’ll provide expert strategies to help you write a resume that shows hiring managers you have what it takes to lead a team of banking professionals.

• Entry-level
• Senior-Level

1. Create a profile by summarizing your branch manager qualifications

A resume profile acts as a bio of sorts, briefly outlining the most compelling aspects of your banking career right at the top of the page. Launch your resume with the best you have to offer to get the reader interested in what you have to share. Start with your job title and years of experience, followed by three or four key qualifications that align with the job.

Even though you’re leading a team and monitoring daily operations, don’t forget to highlight your customer service focus. Mention your ability to build trust with return bank members and ways you’ve drawn in new clientele.

Professional Profile - Example #1

Branch Manager with 8+ years of advancement and experience. Coordinate high-quality service to customers, drawing on broad expertise in various bank and loan products. Seasoned leader dedicated to raising employee morale, performance, and retention.

Professional Profile - Example #2

Branch Manager with 6+ years of advancement and experience. Combine strong service focus with deep knowledge of financial products and investment vehicles. Skilled at executing business strategies for consistent growth and long-term success of branch operations. Committed to professional integrity and excellence in all endeavors.

2. Outline your branch manager experience in a compelling list

Describe your most relevant work experience using bullet points and action verbs, creating a rapid-fire list of career accomplishments. Instead of listing out each of your job responsibilities, focus on what you achieved as a branch manager. When hiring managers read your professional experience section, they should feel confident in your ability to bring similar success to their financial institution.

Have you been able to improve customer satisfaction scores? Did you discover better ways to broaden your reach? You can boost your job descriptions by detailing positive results like these rather than simply outlining your duties. And quantify that impact with hard data if you have relevant monetary figures and other metrics available.

Professional Experience - Example #1

Branch Manager, ABC Credit Union, New York, NY

2020 to Present

• Lead and motivate a team of 16 bank tellers carrying out various daily branch functions
• Renewed team’s focus on service quality, helping drive a 12-point gain in customer satisfaction surveys
• Introduced a new customer intake process that raised first-year retention by 14 points and contributed to 11% growth in overall client base

Professional Experience - Example #2

Branch Manager, LMN Bank, Minneapolis, MN

2018 to Present

• Coordinate all daily bank activities and operations
• Oversee and motivate a team of 25+ bank tellers and other personnel
• Ensure strict adherence to all formal bank procedures and best practices
• Build and maintain productive relationships with diverse clients and team members

3. List any education and certifications relevant to branch managers

The bank you want to work for may require you to have at least a bachelor’s degree in a related field, but postsecondary training may not always be necessary if you have enough practical experience. Whatever your educational background, list your highest degree. Then, include any relevant certifications.

For example, a Series 6 or Series 7 license would demonstrate your ability to sell specific financial securities offered by the bank you’d like to work for. This type of licensing may not be required for the jobs you’re interested in, but they can help you stand out nonetheless.

• [Degree Name]
• [School Name], [City, State Abbreviation] | [Graduation Month and Year]
• Bachelor of Arts (BA) Finance
• University of Minnesota, Minneapolis, MN | June 2016

Certifications

• [Certification Name], [Awarding Organization], [Completion Year]
• Series 7 License, FINRA, 2016
• Series 6 License, FINRA, 2016

4. Include a list of skills and proficiencies related to branch managers

Banking branch managers are held to high standards of leadership, customer service, and finance acumen. You can showcase these and your other strengths in a “Key Skills” section. This list gives hiring managers a quick overview of your relevant expertise, and helps your resume perform better in applicant tracking systems (ATS). Consider including the terms below:

How To Pick the Best Branch Manager Resume Template

If you’re a manager, you know how time-consuming the hiring process can be – sorting through resumes, reading cover letters, and comparing and contrasting applicants. Make it simple for hiring managers by selecting a well-structured template that’s easy to read and navigate. Don’t use elaborate design elements. Hiring managers are most interested in the content of your resume, not how visually sophisticated it is.

Branch Manager Text-Only Resume Templates and Examples

Raymond Ortiz (123) 456-7890 [email protected] 123 Bedford Avenue, New York, NY 12345

Professional Experience

Branch Manager, ABC Credit Union, New York, NY 2020 to Present

Bank Teller, DEF Bank, New York, NY 2014 to 2020

• Helped customers deposit, withdraw, and transfer money between accounts, and cross-sold additional bank products when appropriate

Education & Credentials

Bachelor of Arts (BA) Accounting University of Syracuse, Syracuse, NY, 2010 – 2014

Series 7 License

• Branch Operations Management
• Client Service & Satisfaction
• New System Implementation
• Process Redesign & Improvement
• Product Promotions
• Staff Morale & Retention
• Team Leadership & Motivation
• Transaction Processing

Meera Patel (123) 456-7890 [email protected] 123 W Adams Ave, Detroit, MI 12345

Branch Manager with 3+ years of experience. Drive consistent bank success by actively developing teams, engaging customers, and maintaining strict legal and corporate compliance. Committed to continually developing and honing professional skills.

Bank Branch Manager, GHI Credit Union, Detroit, MI 2019 to Present

• Introduced new teller training and coaching program that raised morale and engagement, contributing to 12% higher staff retention in 2021
• Increased bank’s outreach to local businesses and college communities
• Ensured utmost legal and corporate compliance at all points

Education & Credential

Bachelor of Arts (BA) Business, University of Michigan, Ann Arbor, MI, 2015 – 2019

Series 6 License

• Team Development
• Customer Engagement
• Organizational Development
• Regulatory Compliance
• Staff Training
• Employee Morale & Retention
• Community Outreach

Jasmine Brown (123) 456-7890 [email protected] 123 W 15th Street, Minneapolis, MN 12345

Branch Manager, LMN Bank, Minneapolis, MN 2018 to Present

Bank Teller & Associate, OPQ Credit Union, Minneapolis, MN 2016 to 2018

• Helped clients with deposits, withdrawals, and other common account transactions
• Provided courteous, helpful service to customers at all points

Bachelor of Arts (BA) Finance University of Minnesota, Minneapolis, MN, 2012 – 2016

• Client Relations
• Cross-Functional Collaboration
• Customer Service & Satisfaction
• Procedure Development
• Strategic Business Planning

Frequently Asked Questions: Branch Manager Resume Examples and Advice

What are common action verbs for branch manager resumes -.

As a branch manager your skill set is vast. You promote finance products and cultivate relationships. Also, you engage with customers, and hire, train, and motivate tellers and other bank staff. To write a compelling resume, you need powerful words to describe your accomplishments. Express your diverse abilities on your resume by using a healthy variety of action verbs. Below is a list of strong resume verbs to help you brainstorm:

How do you align your resume with a branch manager job posting? -

Although employment for business and financial occupations as a whole is expected to grow 7% over the next decade, branch positions are on the decline due to technological changes in the industry. If banks continue to scale down their branch locations, competition will be fierce for managers looking for jobs.

Align your resume with each job posting that interests you. Find out what the employer is looking for and how your abilities and experience meet their needs.

For example, suppose a bank is looking for a branch manager with commercial banking skills. You wouldn’t write at length about small business banking. Instead, you would emphasize your ability to handle commercial lending, credit risk assessment, and business client acquisition to position yourself as a leader in this area.

What is the best branch manager resume format? -

Most branch managers should use the combination (or hybrid) format. True to its name, this format combines two important features of other resume formats: the chronological format’s experience section, and the functional format’s profile section. (The resume examples on this page all use combination format.)

By fusing these two features, a combination resume offers the best of both worlds. The experience section lets you outline your recent work history – essential information for most employers. At the same time, the profile section lets you showcase your career highlights at the top, regardless if they’re from that work history or another part of your background. The resulting resume is straightforward, yet strategic. It gives hiring managers the clearest possible view of your experience and relevant strengths, so they can decide to call you for an interview.

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Jacob Meade is a resume writer and editor with nearly a decade of experience. His writing method centers on understanding and then expressing each person’s unique work history and strengths toward their career goal. Jacob has enjoyed working with jobseekers of all ages and career levels, finding that a clear and focused resume can help people from any walk of life. He is an Academy Certified Resume Writer (ACRW) with the Resume Writing Academy, and a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers & Career Coaches.

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• • Directed regional operations, achieving a 20% growth in P&L through effective cost-management strategies.
• • Supervised a team of 150+ employees, ensuring productivity improvements by 15% through targeted training programs.
• • Led the successful implementation of a new dispatch system, increasing route efficiency by 25%.
• • Managed vehicle and equipment maintenance programs, reducing downtime by 30% and extending asset lifespans.
• • Ensured a 98% rate of operational compliance with safety and security protocols, minimizing risk and liability.
• • Drove customer satisfaction scores up by 18% through the development of a dedicated service improvement team.
• • Controlled branch P&L, delivering a 10% improvement in profit margins by optimizing staffing and logistics.
• • Initiated a recruitment campaign, selecting and training over 70 operations personnel within a stringent timeline.
• • Administered the launch of a preventative maintenance schedule for all branch equipment, cutting costs by 20%.
• • Reduced overtime expenses by 15% while maintaining operational effectiveness through meticulous scheduling.
• • Cultivated strong relationships with customers, resolving issues promptly and maintaining a 95% retention rate.
• • Enhanced route productivity by 10% through the analysis and restructuring of existing armored routes.
• • Streamlined terminal operations, improving the cash processing time by 20%, enhancing customer satisfaction.
• • Delivered safety training, resulting in a 40% reduction in workplace accidents over a two-year period.
• • Implemented new security protocols, ensuring the secure transport and storage of high-value cargo.

2 Branch Manager Resume Examples & Guide for 2024

As a branch manager, your resume must demonstrate strong leadership skills. You need to showcase your ability to effectively manage a team and drive results. Ensure your resume highlights your experience in financial management and customer service excellence. Your proven track record in these areas will set you apart from the competition.

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

Assistant Branch Manager

As a branch manager, articulating your extensive experience without overwhelming your resume can be a daunting challenge. Our guide provides expert tips on streamlining your information, ensuring your resume is both comprehensive and compelling, thus setting you on the path to your next leadership opportunity.

• branch manager resumes that are tailored to the role are more likely to catch recruiters' attention.
• Most sought-out branch manager skills that should make your resume.
• Styling the layout of your professional resume: take a page from branch manager resume examples.

How to write about your branch manager achievements in various resume sections (e.g. summary, experience, and education).

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How to style your branch manager resume: layout and format

• Reverse-chronological resume format to highlight your experience;
• Functional skill-based resume format if you have less experience and want to focus on skills;
• Hybrid resume format to guide recruiters through both your experience and skills.
• Make sure your headline is simple and includes the job you're applying for or your current role, an abbreviation of a certificate you have, or even your professional area of interest;
• Always tailor your branch manager resume to the role you're applying for by matching job requirements to your experience via different resume sections;
• Once you've created your resume, download it in PDF (unless otherwise specified). This is to ensure readability and that the layout remains fixed.

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The more trusted the organization you've attained your certificate (or degree) from, the more credible your skill set would be.

The six in-demand sections for your branch manager resume:

• Top one-third should be filled with a header, listing your contact details, and with a summary or objective, briefly highlighting your professional accolades
• Experience section, detailing how particular jobs have helped your professional growth
• Notable achievements that tie in your hard or soft skills with tangible outcomes
• Popular industry certificates to further highlight your technical knowledge or people capabilities
• Education to showcase your academic background in the field

What recruiters want to see on your resume:

• Demonstrated leadership and team management experience, showing the ability to guide and motivate a diverse team effectively
• Proven track record in sales, business development, and customer relationship management, emphasizing specific results and achievements
• Experience with financial management, including budgeting, forecasting, and P&L responsibility
• Knowledge of industry-specific regulations, compliance standards, and best practices to ensure the branch operates within legal and ethical guidelines
• Strategic planning and decision making, with the ability to set and meet both short-term and long-term business objectives for the branch

Writing your branch manager resume experience

Within the body of your branch manager resume is perhaps one of the most important sections - the resume experience one. Here are five quick tips on how to curate your branch manager professional experience:

• Include your expertise that aligns to the job requirements;
• Always ensure that you qualify your achievements by including a skill, what you did, and the results your responsibility led to;
• When writing each experience bullet, ensure you're using active language;
• If you can include a personal skill you've grown, thanks to your experience, this would help you stand out;
• Be specific about your professional experience - it's not enough that you can "communicate", but rather what's your communication track record?

Wondering how other professionals in the industry are presenting their job-winning branch manager resumes? Check out how these branch manager professionals put some of our best practices into action:

• Led branch operations effectively, achieving a 25% increase in customer satisfaction by implementing a new customer service training program.
• Managed a loan portfolio of over $50 million, securing a 10% growth in loan volume through targeted marketing strategies.
• Spearheaded the adoption of digital banking services, which accounted for a 40% increase in online transactions among the branch clientele.
• Successfully launched two new products leading to an increase in the branch revenue by 15%.
• Oversaw a team of 30 employees, reducing staff turnover by 20% through enhanced recruitment and staff development programs.
• Facilitated a partnership with local businesses, leading to the deployment of 5 new ATMs in high-traffic areas.
• Developed and executed a branch-wide risk management strategy, reducing non-performing assets by 18%.
• Deployed cost-saving initiatives that cut operational expenses by 12%, without sacrificing service quality.
• Drove the branch to achieve the highest compliance rating for two consecutive years during regional audits.
• Initiated a client retention program, resulting in a 35% reduction in customer churn rate.
• Increased cross-selling ratios by 22% through effective training and sales incentives for branch staff.
• Orchestrated a branch-wide upgrade of banking software, improving transaction processing speed by 50%.
• Restructured the branch lending approach, boosting mortgage sales by 20% in a two-year window.
• Implemented a client feedback system, which provided actionable insights that enhanced product offerings.
• Cultivated a culture of performance excellence, with the branch receiving the ‘Best Branch Award’ in the region.
• Pioneered a sustainable business model focusing on eco-friendly practices, reducing the branch’s carbon footprint by 25%.
• Enhanced staff productivity by 30% through the introduction of a dynamic work schedule and performance analytics.
• Executed a business continuity plan during a significant systems outage, ensuring zero downtime in customer-facing services.
• Managed a branch relocation project that increased foot traffic by 40% due to improved location and facilities.
• Developed strategic partnerships with local businesses, contributing to a 15% increase in B2B accounts.
• Optimized inventory management for cash reserves, resulting in a 5% cost saving on currency operation expenses.
• Directed a customer service overhaul, which saw the branch winning the national ‘Customer First’ award.
• Negotiated with technology vendors to upgrade branch infrastructure, ultimately enhancing customer service capabilities.
• Launched a fin-tech initiative in the branch that attracted a younger demographic, increasing the customer base by 18%.
• Played a pivotal role in the diversification of the branch's portfolio, adding wealth management services that grew assets under management by $10 million.
• Collaborated with marketing to run targeted campaigns, driving a 25% increase in small business lending products adoption.
• Championed a customer outreach program which reinforced community relationships and improved public perception of the brand.
• Led the branch to surpass its annual targets by 20% through the optimization of sales strategies and staff performance.
• Revamped the customer complaint resolution process, slashing resolution times by 30% and enhancing customer loyalty.
• Coordinated with HR to implement a leadership development program, preparing junior staff for future management positions.

Quantifying impact on your resume

• Include the percentage increase in branch revenue under your management to demonstrate growth leadership.
• List the exact number of employees you've supervised to show management scale capacity.
• Mention the reduction percentage of operating costs you've achieved to highlight cost-saving initiatives.
• Specify the number of successful projects led that resulted in increased efficiency or sales.
• Quantify customer satisfaction scores or Net Promoter Score improvements under your leadership.
• Detail the number of training sessions conducted to emphasize investment in team development.
• Report the growth in account numbers or loan volumes to indicate business development success.
• Recount the exact figures of any budget you've managed to demonstrate financial acumen.

Action verbs for your branch manager resume

Making the most of your little to none professional experience

If you're hesitant to apply for your dream job due to limited professional experience , remember that recruiters also value the unique contributions you can offer.

Next time you doubt applying, consider this step-by-step approach for your resume's experience section:

• Rather than the standard reverse chronological order, opt for a functional-based format. This shifts the focus from your work history to your achievements and strengths;
• Include relevant internships, volunteer work, or other non-standard experiences in your branch manager resume's experience section;
• Utilize your education, qualifications, and certifications to bridge gaps in your branch manager resume experience;
• Emphasize your interpersonal skills and transferable skills from various industries. Often, recruiters seek a personality match, giving you an advantage over other candidates.

Recommended reads:

• When You Should (And Not) Add Dean's List On Your Resume
• How to Put Cum Laude on Your Resume

List all your relevant higher education degrees within your resume in reverse chronological order (starting with the latest). There are cases when your PhD in a particular field could help you stand apart from other candidates.

Balancing hard and soft skills in your branch manager resume

Recruiters indeed pay close attention to the specific hard and soft skills candidates possess. Hard skills refer to technical abilities or your proficiency in technologies, while soft skills are the personal attributes and qualities developed over your lifetime.

If you're unsure about effectively quantifying these skills on your resume, follow our step-by-step guide. It's crucial to first understand the key job requirements for the role. Doing so enables you to accurately list your:

• Hard skills in sections like skills, education, and certifications. Your technical expertise is straightforward to quantify. Most organizations find it sufficient to mention the certificates you've earned, along with your proficiency level.
• Soft skills within your experience, achievements, strengths, etc. Defining interpersonal communication traits in your resume can be challenging. Focus on showcasing the accomplishments you've achieved through these skills.

Remember, when tailoring your branch manager resume, ensure that the skills you list match exactly with those in the job requirements. For instance, if the job listing specifies "Microsoft Word," include this exact term rather than just "Word" or "MSO."

Top skills for your branch manager resume:

Financial analysis

Budget management

Banking regulations knowledge

Risk management

Sales and marketing

Business development

Customer service management

Data analysis

Branch operation procedures

Employee training and development

Communication

Problem-solving

Decision-making

Strategic planning

Customer service orientation

Adaptability

Team building

Emotional intelligence

Negotiation

Showcase academic background with education and certifications' sections

Listing your education and certifications should be a rudimentary part of your resume writing.

Including your relevant academic background - in the form of your higher education degree and niche-specific certificates - will prove knowledge of the industry.

For your education section:

• Start by including your degree, followed by start and graduation dates, as well as the institution;
• You could include relevant coursework, major/minor , or GPA, only if your've just graduated from college or if this information would further support your application;
• If you have an "ongoing" degree, you can still list it in case you think your diploma can impress recruiters or it's required;

Follow a similar logic for your certifications section by listing the institution, alongside dates you've obtained the certificate. For some of the most recent and relevant industry certificates , check out the next part of our guide:

The top 5 certifications for your branch manager resume:

• Certified Manager (CM), Institute of Certified Professional Managers
• Project Management Professional (PMP), Project Management Institute
• Certified Financial Services Auditor (CFSA), Institute of Internal Auditors
• Chartered Financial Analyst (CFA), CFA Institute
• Certified Bank Manager (CBM), American Bankers Association

If you're in the process of obtaining your certificate or degree, list the expected date you're supposed to graduate or be certified.

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• How to List Continuing Education on Your Resume

Deciding between a resume summary or objective for your branch manager role

Understanding the distinction between a resume summary and an objective is crucial for your branch manager resume.

A resume summary, typically three to five sentences long, offers a concise overview of your career . This is the place to showcase your most pertinent experience, key accomplishments, and skills. It's particularly well-suited for those with professional experience relevant to the job requirements.

In contrast, a resume objective focuses on how you can add value to potential employers. It addresses why they should hire you and outlines your career expectations and learning goals. Therefore, it's ideal for candidates with less experience.

In the following section of our guide, explore how resume summaries and objectives differ through some exemplary industry-specific examples.

Resume summaries for a branch manager job

• Seasoned financial services branch manager with over a decade of experience in fostering robust client relationships, optimizing operational efficiency, and leading high-performing teams. Skilled in risk management, strategic planning, and regulatory compliance. Spearheaded a 200% increase in portfolio revenue over five years at a top-tier bank.
• Energetic former retail store director eager to transition into branch management, bringing over 15 years of leadership in customer service and operations. Proven track record of improving sales volume and team performance by over 150%. Expertise in inventory management, sales forecasting, and implementing cost-saving strategies.
• Dynamic marketing agency director pivoting into branch management, armed with a flair for team leadership and strategic business growth. Over 12 years orchestrating successful campaigns, driving brand awareness, and bolstering client acquisition. Adept at translating market analytics into actionable business initiatives.
• Highly motivated branch manager with a 7-year tenure overseeing branch operations in the insurance sector, adept at policy administration, client retention, and claims management. Pioneered a customer service initiative that boosted customer satisfaction scores by 40%. Focus on cultivating a team environment that exceeds sales targets while maintaining compliance.
• Seeking to leverage extensive customer service background and enthusiasm for relationship building in a branch management capacity. Goal-oriented with a passion for leading teams to success and eager to apply transferable skills to achieve operational excellence and exceed performance metrics within a banking environment.
• Driven professional aiming to utilize a strong background in sales and team management in the role of a branch manager. Aspiring to harness a solid foundation in business strategy and customer engagement, keen to cultivate a productive team dynamic, optimize branch profitability, and deliver an exceptional client experience in the banking industry.

Other branch manager resume sections to support your expertise and skills

Recruiters are always on the lookout for that branch manager candidate who brings about even more value to the role.

This can be either via their personality or additional accreditations they have across the industry.

Add to your resume any of the four sections that fit your profile:

• Projects for your most impressive, cutting-edge work;
• Awards or recognitions that matter the most;
• Publications further building up your professional portfolio and accreditations;
• Hobbies and interests to feature the literature you read, how you spend your time outside of work, and other personality traits you deem may help you stand out .

Key takeaways

Securing your ideal job starts with crafting a compelling branch manager resume. It should not only highlight your professional strengths but also reflect your personality. Key aspects to remember include:

• Choose a clear, easily editable format, allowing more time to focus on the content of your resume;
• Emphasize experience relevant to the job, focusing on your impact on the team;
• Opt for a resume summary if you have extensive professional experience, and a resume objective if you're just starting out;
• Include technical skills in the skills section and interpersonal skills in the achievements section;
• Recognize the importance of various resume sections (e.g., My Time, Projects) in showcasing both your professional abilities and personal traits.

Branch Manager resume examples

Explore additional branch manager resume samples and guides and see what works for your level of experience or role.

Looking to build your own Branch Manager resume?

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Mastering Your Branch Manager Resume: A Comprehensive Guide

In the dynamic world of Accounting & Finance, the role of a Branch Manager encompasses not just overseeing daily operations but also strategizing for financial success. This guide is your roadmap to creating a resume that not only showcases your leadership skills but also your ability to drive profitability and maintain compliance in a competitive landscape. Whether you're aiming to step into this pivotal role or looking to elevate your career, understanding how to present your experience, skills, and accomplishments is key. Our insights will help you highlight your strategic vision and operational expertise, making your application irresistible to potential employers.

Branch Manager Resume: A Model of Excellence

Ava Johnson Branch Manager Financial Services Professional Email: [email protected] Phone: (555) 123-4567 LinkedIn: linkedin.com/in/avajohnson

Professional Summary:

Accomplished Branch Manager with over 10 years of experience in the banking and financial services industry. Expert in leading branch operations, enhancing customer service, and driving financial performance. Demonstrated ability to mentor staff, optimize operational processes, and achieve sales targets. Adept at developing strategies to increase profitability and ensure compliance with regulatory standards.

Professional Experience:

Branch Manager First Community Bank, Chicago, IL March 2016 – Present

• Oversaw the daily operations of a branch with $50M in assets, leading a team of 20 employees.
• Implemented customer service strategies that resulted in a 20% increase in customer satisfaction scores.
• Developed and executed marketing plans that increased the branch’s loan portfolio by 15% annually.
• Streamlined operational processes, reducing overhead costs by 10% while maintaining service quality.
• Ensured compliance with all banking regulations, passing all audits with no discrepancies.

Assistant Branch Manager City Bank, Chicago, IL June 2010 – February 2016

• Assisted in managing branch operations, contributing to an increase in annual revenue by 25%.
• Played a key role in staff training and development, reducing staff turnover by 30%.
• Managed risk effectively, minimizing losses and fraud instances at the branch.
• Fostered strong community relations, representing the bank in local business associations and events.

Bachelor of Science in Finance University of Illinois Urbana-Champaign, IL Graduated: May 2010

• Leadership and Team Management
• Financial Analysis and Reporting
• Customer Service Excellence
• Strategic Planning and Implementation
• Regulatory Compliance
• Sales and Marketing Strategies
• Risk Management

Certifications:

• Certified Financial Services Auditor (CFSA)
• Certified Bank Manager (CBM)

The Format of Your Bank Manager Resume

Crafting a resume that stands out in the financial sector starts with a strong foundation. The format of your resume is the framework that holds your career story, making it easy for hiring managers to understand your journey and see your potential as a Branch Manager. Here's how to structure your resume for impact:

Start with a compelling header: Include your name, contact information, and professional links, such as your LinkedIn profile. This makes it easy for recruiters to reach out to you.

Professional Summary or Objective: This section is your elevator pitch. Highlight your years of experience, key achievements, and the value you bring to a potential employer.

Professional Experience: Use reverse-chronological order to list your job titles, company names, locations, and dates of employment. For each position, include bullet points that detail your responsibilities and achievements. Use action verbs and quantify your successes whenever possible.

Education: List your highest degree first, followed by any relevant certifications or continuing education. For the Branch Manager role, focus on business, finance, or management degrees.

Skills: Tailor this section to match the job description. Include a mix of technical skills (like financial reporting) and soft skills (such as leadership and communication).

Additional Sections: Here, you can add any certifications, awards, or volunteer experiences that make your resume stand out.

Crafting a Captivating Resume Summary for Branch Managers

A powerful resume summary acts as your career highlight reel, enticing hiring managers to dive deeper into your application. It's a brief yet impactful paragraph that showcases your most notable achievements, skills, and experiences, setting the tone for the rest of your resume. For a Branch Manager in the Accounting & Finance sector, it’s crucial to balance technical prowess with leadership finesse. Here’s how:

Start Strong: Begin with a strong adjective and your job title. Mention your years of experience to establish your expertise immediately.

Highlight Achievements: Focus on your key achievements, particularly those that had a significant impact on your previous organizations' financial health or operational efficiency.

Skills and Expertise: Briefly mention the core skills that make you an exceptional candidate for the role. These could include financial acumen, leadership, strategic planning, or customer relationship management.

Tailor to the Job: Customize your summary for the role you're applying for, using keywords from the job description to ensure your resume passes through Applicant Tracking Systems (ATS).

Example Summary for a Branch Manager Resume:

"Dynamic Branch Manager with over 12 years of experience in leading operations and driving growth in the financial sector. Proven track record of enhancing profitability, optimizing operational efficiency, and fostering exceptional team performance. Expert in strategic planning, financial analysis, and customer service excellence. Eager to leverage extensive industry knowledge and leadership skills to contribute to the success of [Company's Name]."

This summary sets the stage for your resume, highlighting your qualifications and readiness to take on the challenges of the Branch Manager role. It’s your first opportunity to make a strong impression, so make every word count.

Illustrating Your Professional Journey: The Work Experience Section

The Work Experience section is the cornerstone of your resume, offering a detailed look at your career progression. For a Branch Manager in the Accounting & Finance sector, it’s vital to demonstrate a blend of financial expertise, leadership, and operational management. Here’s how to construct this section for maximum impact:

Reverse Chronological Order: Begin with your most recent job and work backward. This format highlights your career growth and recent achievements.

Quantifiable Achievements: Whenever possible, use numbers to quantify your successes. For instance, mention the percentage by which you increased loans, how you grew the customer base, or the scale of assets you managed.

Action Verbs: Start each bullet point with a strong action verb, such as led, managed, optimized, or implemented. This makes your responsibilities and achievements more dynamic and impactful.

Leadership and Management: As a Branch Manager, your leadership skills are just as important as your financial acumen. Detail how you’ve led teams, managed branch operations, and contributed to strategic planning.

Problem-Solving: Highlight specific challenges you faced, the actions you took to address them, and the results of your efforts. This demonstrates your ability to think critically and solve problems.

Customization: Tailor this section to the job you’re applying for, emphasizing the experience most relevant to the position. Use keywords from the job description to ensure your resume is ATS-friendly.

Example Work Experience for a Branch Manager Resume:

Branch Manager Anytown Bank, Anytown, USA January 2018 – Present

• Spearheaded branch operations, leading a team of 25 employees and managing $75 million in assets.
• Implemented innovative customer service strategies, resulting in a 30% increase in customer satisfaction.
• Drove a 20% growth in loan portfolios through targeted marketing campaigns and relationship building.
• Optimized operational efficiency by streamlining processes, cutting costs by 15% without compromising service quality.
• Ensured compliance with all regulatory requirements, successfully passing all audits.

Crafting your Work Experience section with these strategies will not only showcase your skills and achievements but also demonstrate your potential value to future employers. It's about painting a picture of your professional journey in a way that resonates with the hiring manager and aligns with the goals of their organization.

Building a Strong Educational Foundation on Your Resume

The Education section of your resume is more than just a list of degrees. It provides a glimpse into your academic background and shows that you have the formal training necessary for a Branch Manager role in the Accounting & Finance sector. Here’s how to effectively include your education on your resume:

Degree and Major: Start with the type of degree you obtained, followed by your major. If you have a higher degree relevant to the job, prioritize listing it first.

University Name and Location: Include the name of the university you attended and its location (city and state).

Graduation Date: Mention your graduation date or expected graduation date. If you graduated more than 10-15 years ago, you might choose to leave the date off to avoid age discrimination.

Honors and Achievements: If you graduated with honors, or if you have any academic achievements that demonstrate your suitability for the Branch Manager role, include these details.

Relevant Coursework and Projects: For recent graduates, relevant coursework or academic projects can be included to show applicable knowledge or skills, especially if you have limited work experience.

Certifications and Continuing Education: If you have completed professional certifications or courses relevant to the Branch Manager position, list them here or in a separate section if you have many.

Example Education Section for a Branch Manager Resume:

Master of Business Administration (MBA), Finance Concentration University of Chicago, Chicago, IL Graduated: May 2016

• Graduated with Honors (Cum Laude)
• Specialized in Accounting and Finance
• Dean’s List for 4 consecutive semesters

This section reinforces your qualifications, showing that you have the educational foundation necessary to excel as a Branch Manager. For those in mid-career or beyond, focus on the degrees and certifications that most closely align with the position, ensuring your resume is concise and relevant.

Showcasing Your Skills: The Linchpin of Your Branch Manager Resume

The Skills section of your resume is your opportunity to highlight the specific abilities that make you the ideal candidate for a Branch Manager position in the Accounting & Finance sector. Here's how to curate a compelling list:

Mix of Hard and Soft Skills: Balance your technical, industry-specific skills (hard skills) with interpersonal and leadership abilities (soft skills). This mix reflects the dual nature of the Branch Manager role, which requires both financial acumen and the ability to lead and motivate a team.

Relevance to the Job Description: Tailor your skills list to the job posting. Identify the skills mentioned in the advertisement and ensure they are prominently featured in your resume, assuming you possess them.

Evidence Through Examples: While the skills section is a list, it’s beneficial to provide context for how you’ve used these skills in your professional summary or work experience sections. Demonstrating your skills in action adds credibility.

Industry-Specific Knowledge: Highlight your knowledge of financial regulations, accounting principles, and relevant technologies. This shows your readiness to handle the job's technical aspects from day one.

Leadership and Management Skills: Given the leadership nature of the Branch Manager role, emphasize skills like team leadership, conflict resolution, strategic planning, and performance management.

Example Skills Section for a Branch Manager Resume:

• Financial Analysis & Reporting: Proficient in creating and interpreting financial reports to drive decision-making.
• Regulatory Compliance: In-depth knowledge of banking laws and regulations, ensuring branch operations meet all legal requirements.
• Customer Relationship Management (CRM): Skilled in leveraging CRM tools to enhance customer satisfaction and retention.
• Team Leadership & Development: Experienced in leading, motivating, and developing high-performing teams to achieve business goals.
• Strategic Planning: Ability to develop and implement strategies to increase branch profitability and efficiency.
• Conflict Resolution: Effective in resolving customer and employee issues, fostering a positive work environment.

Crafting a skills section with these strategies will provide a snapshot of your capabilities, making it clear why you’re the best candidate for the Branch Manager position. It’s about showcasing the skills that matter most, both to the role and to the potential employer.

Showcasing Essential Skills for a Branch Manager

The Skills section of your resume is your opportunity to highlight the specific abilities that make you the perfect candidate for a Branch Manager position in the Accounting & Finance sector. Here's how to effectively list your skills:

Balance Hard and Soft Skills: Include a mix of technical skills (hard skills) and interpersonal skills (soft skills). Branch Managers need a strong foundation in both to succeed.

Tailor to the Job Description: Review the job posting to identify the skills emphasized by the employer. Align your listed skills with these requirements to show you're a match.

Be Specific: Instead of general skills like "good communication," specify types of communication, such as "expertise in client relations and team leadership."

Include Leadership and Financial Management Skills: Highlight your leadership qualities and your ability to manage financial operations, two critical aspects of the Branch Manager role.

Mention Technology Proficiency: Branch Managers often use various financial and CRM software. List any relevant technologies you're proficient in.

Example Skills for a Branch Manager Resume:

• Strategic Planning and Execution
• Financial Reporting and Analysis
• Budget Management and Cost Reduction
• Team Leadership and Development
• Regulatory Compliance and Risk Management
• Proficiency in Salesforce and Oracle Financial Services Software

This section should act as a quick reference for hiring managers to assess your suitability for the role. By carefully selecting skills that resonate with the Branch Manager position, you make it easier for potential employers to see your value.

Elevating Your Branch Manager Resume with Additional Sections

Including additional sections in your resume can set you apart from other candidates by showcasing a well-rounded profile and highlighting experiences that align with the Branch Manager role. Here are some suggestions for additional sections that can enrich your resume:

Certifications: Certifications relevant to management or finance, such as Certified Financial Manager (CFM) or Project Management Professional (PMP), demonstrate continued learning and expertise.

Awards and Honors: Recognition for professional achievements, leadership excellence, or outstanding performance in previous roles can underscore your capability and drive.

Volunteer Work: Involvement in community service or nonprofit organizations shows leadership and a commitment to contributing positively to society, reflecting well on your character.

Professional Memberships: Membership in professional organizations, such as the American Bankers Association or the Financial Management Association, indicates your engagement with the industry.

Languages: Fluency in additional languages can be a significant asset, especially in regions with a diverse client base.

Conferences and Seminars: Participation in industry-related events can highlight your dedication to staying updated on trends and best practices in finance and management.

Example Additional Sections for a Branch Manager Resume:

• Financial Risk Manager (FRM)

Professional Memberships:

• Member, American Bankers Association
• Member, Financial Management Association International
• Treasurer, Local Nonprofit Organization, managing budget planning and fundraising efforts

Including these sections can not only provide a fuller picture of your qualifications but also showcase personal attributes and interests that make you a unique and compelling candidate for the Branch Manager position.

Perfecting Your Branch Manager Application with a Compelling Cover Letter

Your cover letter is a crucial component of your job application, offering a chance to convey your enthusiasm for the Branch Manager position and explain how your experiences align with the company's needs and values. Here’s how to craft a cover letter that complements your resume and captures the hiring manager’s attention:

Customize for the Job: Address the letter to the hiring manager by name, and tailor your letter to reflect the company’s culture and the specifics of the job listing. Show that you’ve done your research and understand what makes the company unique.

Start Strong: Open with an engaging introduction that captures your excitement for the role and the company. An anecdote highlighting a key achievement or a moment of clarity in your career path can be very effective.

Highlight Relevant Experience: Use the body of your letter to delve into a few of your most relevant experiences or achievements. This is your chance to tell the story behind the bullet points on your resume and show how your background makes you the ideal candidate.

Demonstrate Soft Skills: Branch Managers need excellent leadership, communication, and problem-solving skills. Provide examples that showcase these abilities in action.

Close with Impact: Conclude by reiterating your enthusiasm for the role and expressing your desire to discuss how you can contribute to the company’s success in more detail. Thank them for considering your application.

Example Opening for a Branch Manager Cover Letter:

"Dear [Hiring Manager’s Name],

I was thrilled to come across the Branch Manager position at [Company Name]. With over 10 years of experience in driving operational excellence, enhancing customer satisfaction, and leading high-performing teams in the financial sector, I am excited about the opportunity to contribute to [Company Name]'s continued success and growth."

A well-crafted cover letter is your opportunity to personalize your application, making a compelling case for why you’re the best fit for the Branch Manager position. It complements your resume by adding depth to your application and giving you a voice.

Concluding Insights and Further Advice for Aspiring Branch Managers

As we wrap up our comprehensive guide on crafting a standout resume for Branch Manager positions within the Accounting & Finance sector, it's crucial to reflect on the journey and the strategic steps taken to present your best self to potential employers. Here are final thoughts to ensure your application not only resonates with hiring managers but also sets you apart as a top candidate:

Personalization is Key: Tailor your resume and cover letter to each specific job posting, highlighting the experiences and skills most relevant to the role. This approach demonstrates your genuine interest and effort.

Emphasize Leadership: As a Branch Manager, your ability to lead and motivate a team towards achieving business goals is paramount. Ensure your resume clearly showcases these skills through specific examples and achievements.

Quantify Success: Whenever possible, use numbers to illustrate your accomplishments. Quantifiable achievements provide concrete evidence of your capabilities and impact.

Stay Current: The financial industry is ever-evolving. Show your commitment to professional development by highlighting recent certifications, continuing education, or participation in industry events.

Seek Feedback: Before submitting your application, have a mentor or colleague review your resume and cover letter. Constructive feedback can help polish your application and avoid common pitfalls.

Prepare for the Next Steps: Anticipate potential interview questions and prepare thoughtful, concise responses. Research the company thoroughly to understand its culture, goals, and challenges.

Crafting your Branch Manager resume and cover letter is the first step in a journey towards your next great opportunity in the Accounting & Finance sector. By following the guidance provided, you're well on your way to securing a role that not only meets your career aspirations but also challenges you to grow and excel. Remember, the goal of your application is to open doors and start conversations. From there, your skills, experience, and personality will lead you to success.

Addressing Common Questions About Crafting a Branch Manager Resume

In this final section of our comprehensive guide, let's tackle some frequently asked questions (FAQs) about creating an effective resume and cover letter for Branch Manager positions in the Accounting & Finance sector. These insights aim to clarify doubts and provide you with the confidence to craft a compelling application.

1. How long should my resume be?

Ideally, a resume for a Branch Manager position should be one to two pages long. Focus on the most relevant experiences and achievements that align with the job you're applying for. Senior candidates with extensive experience may need a second page to cover their career adequately.

2. Should I include a photo on my resume?

Generally, it's not recommended to include a photo on your resume for Branch Manager positions, especially in the US and Canada, due to Equal Employment Opportunity Commission (EEOC) guidelines. Focus on your skills and experiences instead.

3. How do I address employment gaps on my resume?

Be honest about employment gaps and be prepared to discuss them during your interview. You can also use a cover letter to explain any gaps, focusing on how you used the time productively to improve your skills or volunteer.

4. Can I use a template for my resume?

While templates can be a good starting point, customize your resume to ensure it stands out. Avoid overly designed templates that might interfere with Applicant Tracking System (ATS) software.

5. How should I send my resume and cover letter?

Follow the employer's submission instructions closely. If sending via email, use PDF format to preserve the layout, and include a concise, professional email subject line.

6. What’s the best way to highlight promotions or internal transfers?

Showcase promotions or transfers by listing them as separate positions under the same company, highlighting your progression and the additional responsibilities you took on.

7. How often should I update my resume?

Regularly update your resume, even when you're not actively job searching. This ensures you're ready to take advantage of opportunities as they arise and keeps the information current.

By addressing these common questions, you're now equipped with the knowledge to refine your Branch Manager resume and cover letter, making them powerful tools in your job search arsenal. Remember, the effort you put into these documents can significantly impact your career trajectory, opening doors to new opportunities in the Accounting & Finance sector.

Other Related Resume Examples from Accounting & Finance Sector

General accounting finance resume, bookkeeper resume, branch manager resume, accounting manager resume, banking resume, finance manager resume, controller resume, billing specialist resume, certified public accountant / cpa resume, budget analyst resume.

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Branch Manager resume example

Whether it’s a shop, bank, office, or any other business for that matter, a position as a branch manager is a lot of responsibility.

If you’re up to the task, you need to prove it with an impressive resume that showcases your skills and experience.

To help you with your application, we’ve put together all our top writing tips, along with a branch manager resume example to guide you.

Resume templates 

Branch Manager Resume Example

This Branch Manager resume example shows you the most effective layout for a resume in today’s job market, along with the type of content you need to include.

Stick closely to these guidelines as you write your own resume, to boost your chances of getting lots of responses, interviews and job offers.

Now lets dive into the details of how you write your own eye-catching resume…

Branch Manager resume layout and format

Formatting and structuring your resume correctly is key to landing job interviews.

Your resume needs to look attractive, but more importantly it needs to be easy for recruiters and hiring managers to read and digest the information.

These tips will help you to do that:

Formatting your resume

• Length: Given that recruiters have to sift through tons of resumes daily, it’s recommended to keep your resume brief (no more than 2 pages) to make sure it receives their full attention.
• Font & readability : A readable resume is crucial if you want recruiters to see your important skills. Ensure yours is easy to read by using a simple, clear font and breaking up the text with bullet points and short paragraphs.
• Layout & Structure: Hiring managers should be able to skim through your resume easily and pinpoint the information they want quickly. To help them do this, organize the page into clear sections with bold headings and dividing borders. The design should be clutter-free and professional-looking, with a calm color scheme.
• Photos: In the USA adding a photo to your resume is optional – you don’t have to do it, but it can be a nice way to get your personality across.

Quick tip: Achieving a professional look for your resume can be difficult and time-consuming. If you want to create an attractive resume quickly, try our quick-and-easy Resume Builder and use one of their eye-catching resume templates.

Resume layout

Here’s an overview of the sections you should add when writing your resume .

• Name and contact details – Stick these details at the top, so they are easy to find.
• Resume summary – A punchy paragraph summarizing your skills and knowledge, enticing recruiters to read more of your resume.
• Skills section – Short list of your most valuable skills, enabling recruiters to quickly spot your suitability.
• Work experience – Showcase your previous employment, starting with your most recent roe and working backwards – voluntary work and college placements can be included if you have no paid experience.
• Education – A summary of your most relevant qualifications and academic achievements
• Additional info – An optional section for that other attributes that may boost your application, such as hobbies or clubs

Here’s what to include in each part of your resume.

Contact Details

Add your name and contact details to the header of your resume, so that anybody reading can easily see how to contact you.

• Name and profession title
• Cell phone number – or any number you are easily reachable on
• Location – Add your local area such as Washington or San Diego – not your full address as that will take up too much space.
• Email address – Use a professional looking address.

You can add a link to your LinkedIn profile if you have one – you do not need to include personal details like date of birth or religion.

Branch Manager Resume Summary

Grab the attention of recruiters right away by including a compelling summary at the top of your resume that summarizes your most valuable skills and experience.

This brief yet impactful section enables you to demonstrate why you’re the best candidate for the job and convince recruiters to keep reading.

How to create a resume summary that will excite recruiters:

• Keep it short: A concise and focused resume summary is essential for capturing a recruiter’s attention and keeping them engaged. Limiting your summary to 4-7 lines ensures that you make a strong impression in the first few seconds of them opening the document.
• Tailor to target jobs: Recruiters will be scanning for the skills and knowledge they mentioned in the job description, so add as many as you can to your summary.
• Avoid using cliches: Recruiters always see cringey cliches like “ hardworking guru who works well in a team or individually ” – they don’t mean much to anyone, so focus your summary on tangible skills and experience.

Branch Manager resume summary example

What to include in your branch manager resume summary.

• Summary of your experience: Briefly describe the work you have performed in the past and the contributions you have made to the organizations you have worked for.
• Relevant skills: Incorporate your highly relevant skills for Branch Manager jobs to exhibit your suitability as soon as your resume is opened.
• Qualifications: Any qualifications that are important to the Branch Manager jobs you are applying for, should be mentioned in the summary.

Quick tip: Choose from hundreds of pre-written summaries across all industries, and add one to your resume with one-click in our quick-and-easy Resume Builder . All written by recruitment experts and easily tailored to suit your unique skillset and style.

Core skills section

Your core skills section, positioned just below your resume summary, provides recruiters with a quick glance at 4-10 of your most in-demand skills.

For Branch Manager jobs, where hiring managers may receive hundreds of applications, this section can help you stand out and immediately grab their attention.

To be effective, this section should consist of 2-3 columns of bullet points that highlight attributes that are highly relevant to the jobs you are targeting.

Best skills for your Branch Manager resume

Sales and Business Development – Identifying and pursuing new business opportunities, building relationships with clients, and driving sales growth for the branch.

Financial Management – Managing budgets, analyzing financial reports, and making informed decisions to ensure financial stability and profitability of the branch.

Operational Excellence – Overseeing and optimizing branch operations, including inventory management, logistics, customer service, and compliance with company policies and procedures.

Team Management – Recruiting, training, and developing a high-performing team, fostering a positive work environment, and effectively managing performance and employee engagement.

Customer Relationship Management – Building and maintaining strong relationships with customers, understanding their needs, resolving issues, and ensuring high levels of customer satisfaction.

Strategic Planning – Developing and implementing strategic plans aligned with overall company objectives, forecasting market trends, and adapting strategies to drive business growth.

Problem Resolution – Analyzing complex situations, identifying solutions, making informed decisions, and taking proactive steps to address challenges and seize opportunities.

Quick tip: Our quick-and-easy Resume Builder contains thousands of in-demand skills for every profession that can be added to your resume in seconds – saving you time and greatly improving your chances of landing job interviews and getting hired.

Work experience

Now that you’ve reeled recruiters in with your awesome summary, it’s time to delve into your work experience.

Here you’ll list your previous jobs (starting with your most recent and working backward) and showcase how you apply your skills in the workplace.

Provide lots of detail in recent jobs , and less in older roles.

If you have no relevant paid experience, you can include voluntary work and placements – but if you have lots of experience, you can leave out some of the really old jobs.

Structuring your jobs

Resume job descriptions contain lots of information, so its crucial to structure them well.

Use the structure below to ensure hiring managers can consume the information easily.

Job outline

Kick off each role with a high-level overview to summarize the focus of the job, what the organization/department does, and how you fit into the bigger picture.

Key responsibilities

Then delve into the detail of your job by listing out easy-to-read bullet points which show how you apply your skills in the workplace.

Tailor these bullet points to focus on the skills and knowledge that are required in the jobs you are applying for.

Key achievements

Round off each job by adding some impressive achievements you made in the role.

Anything you’ve done that has made a big impact on your employer will make a good impression, think; generating revenue, saving costs, or improving a product.

Quantify your achievements with number where possible e.g. “reduced call wait time by 10%”

Example job for Branch Manager resume

Responsible for overseeing the day-to-day operations of a busy Bank of America branch in Charleston, managing a team of 15 employees, and ensuring customer satisfaction by providing excellent service.

Key Responsibilities

• Manage and mentor a team of 15 part time and full-time customer service representatives, ensuring consistent delivery of high-quality customer service
• Conduct regular one-to-one meetings and bi-annual employee appraisals
• Ensure compliance with bank policies and procedures and SEC regulations
• Review and monitor branch performance metrics, including customer satisfaction rates, transaction volumes, and financial targets

Quick tip: Create impressive job descriptions easily in our quick-and-easy Resume Builder by adding pre-written job phrases for every industry and career stage.

Education section

Towards the bottom of your resume, add your education section.

Here you should list your professional qualifications and academic record, such as high school diplomas or college degrees.

If you have lots of work experience, you can keep this section brief (because recruiters will be more interested in your career. If you have little/no experience then you should bulk this section up with plenty of detail.

Additional information

The bottom of your resume is a place to add any “additional info”

Any other info that didn’t fall into any of the previous sections can be added here.

If you have hobbies that are related to your profession or any awards or publications – add them here.

Writing your own winning Branch Manager resume

Crafting a strong Branch Manager resume can be a daunting task, but implementing the steps outlined above will significantly increase your chances of securing multiple interview opportunities.

Good luck with your job search!

Branch Manager Resume Example

Steering branches, but your resume seems off-course? Navigate this Branch Manager resume example, charted with Wozber free resume builder. Grasp how to anchor your leadership and operational expertise to match the specifics of the job, guiding your career trajectory to the topmost limb of success!

Branch Manager Resume Templates

How to write a Branch Manager Resume?

Welcome to your pivotal moment, future Branch Manager! In a landscape where every little detail can tip the scales, your resume isn't just a document—it's your banner in the competitive arena of banking. With Wozber's free resume builder at your side, we're diving deep into the nuances of a resume that's not just seen but remembered.

Tailored precision, ATS optimization , and your unique narrative—we're merging these elements to land you that Branch Manager position. The journey to a resume that opens doors starts now!

Personal Details

First impressions are everything, especially in the banking world. Your personal details section is the handshake before the boardroom—it needs to be firm, confident, and polished. Let's tune this to the pitch of perfection.

1. Illuminate Your Name

Think of your name as the headline of your professional story. Make it bold, make it stand out with a clear, professional font—a beacon on your resume's landscape.

2. Tailor Your Job Title

Right below your name, position your target title, 'Branch Manager.' This alignment with the job application makes your ambitions clear and addresses the hiring manager's expectation head-on.

3. Get Your Contact Details Right

• Phone Number: This is your direct line. Accuracy is key—double-check this.
• Professional Email Address: This should be a combination of your first and last names or a close variant, ensuring professionalism and simplicity.

4. Highlight Your Location

For the Branch Manager role, location can be critical. Stating 'Los Angeles, California' if it matches the job's requirement shows you're in the locale and ready to lead.

5. Web Presence

Adding a link to a LinkedIn profile or a personal website can strengthen your first impression. Ensure your online professional presence mirrors the prowess and dedication you're highlighting on your resume.

Your personal details are the entryway into your professional narrative. Every piece of information you give adds a stroke to the portrait you're presenting to your potential employer. Keep it precise, aligned, and make sure it speaks of your readiness for the Branch Manager role.

Your experience section is where your career comes to vivid life—every role a chapter in your story of growth, leadership, and achievement. This is where you showcase not just where you've been, but how you've shone.

• Overseen daily branch operations, ensuring 100% compliance with bank policies and increasing efficiency by 20%.
• Developed and implemented innovative strategies that achieved 15% growth in branch targets and goals.
• Built and fostered strong relationships with over 500 existing and potential customers, boosting branch revenue by 25%.
• Managed a team of 20+ branch staff, enhancing productivity by 30% through training and motivational initiatives.
• Prepared and presented quarterly reports on branch performance, leading to informed decision‑making and a 10% increment in overall branch profitability.
• Assisted in daily branch operations, ensuring a smooth customer experience and timely transactions.
• Played a vital role in training new staff, resulting in a 15% reduction in onboarding time.
• Collaborated with the marketing team to launch targeted campaigns, driving a 20% increase in branch footfall.
• Analyzed customer feedback and made recommendations, improving overall branch service ratings by 15%.
• Managed cash flow and reconciliations, ensuring 100% accuracy over a 2‑year period.

1. Break Down the Key Responsibilities

Start with the job description's requirements. For each, note how your past roles align, especially focusing on leadership, strategy, and operational excellence—essential pillars for a Branch Manager.

2. Present Each Role

List your job titles, company names, and employment periods clearly. A linear, chronological format allows easy navigation through your career journey.

3. Reflect on Your Achievements

For example, mention how you 'Developed and implemented innovative strategies, achieving 15% growth in branch targets.' This demonstrates strategic thinking and success in leadership—qualities paramount to a Branch Manager.

4. Use Quantifiable Metrics

Numbers tell a compelling story. By quantifying achievements like 'boosting branch revenue by 25%,' you provide tangible evidence of your capability to meet and exceed objectives.

5. Relevance is Key

While your journey may have many highlights, focus on experiences that directly translate to your efficacy as a Branch Manager. Remember, relevance adds weight to your expertise.

Think of your Experience section as the core around which your Branch Manager candidacy orbits. Tailor it. Quantify it. Elevate it. Let those past roles echo your readiness and enthusiasm for the Branch Manager position. With each carefully chosen achievement, you're not just stating your past—you're promising your future.

Education is the backbone of your expertise, providing foundation and validation for your skills. How you present your educational background can significantly bolster your candidacy for the Branch Manager role.

1. Align With Job Requirements

Begin by highlighting your 'Bachelor of Science in Finance,' directly meeting the job's requirements. This alignment not only ticks a box but illustrates your preparedness for the financial responsibilities awaiting in the role.

2. Structure and Simplicity

Your degrees, the institutions, and your graduation years should be listed clearly. A neat, chronological order guides the reader through your educational journey without distractions.

3. Degree Relevance

If a role specifically asks for certain degrees, flaunt yours if it matches. In this case, showcasing a 'Bachelor of Science in Finance' directly ties your educational background to the job's requirements.

4. Relevant Coursework and Achievements

While not always necessary, mentioning key courses or achievements related to banking or management can add depth to your profile, especially if these directly relate to a Branch Manager's responsibilities.

5. Continuing Education & Certifications

Highlight any ongoing or additional education efforts. For instance, having a 'Certified Branch Manager (CBM)' certification shows commitment to your profession beyond the basic requirements.

Your education section tells the tale of your intellectual and professional groundwork. Beyond degrees, let this section testify to your continual growth and readiness for the complex demands of a Branch Manager. It's your first step into the banking world, showcasing your dedication to adapt and thrive.

Certificates

Certificates are your arsenal of specialized knowledge and dedication to continuous improvement, offering an edge in your Branch Manager application. Let's display them not just as achievements, but as pillars of your unwavering commitment to excellence in banking.

1. Identify Key Certifications

Though the job description may not always specify required certifications, choosing to display relevant ones, like 'Certified Branch Manager (CBM),' directly underscores your expertise and alignment with the industry's standards.

2. Choose Quality Over Quantity

Focus on certifications that add value to your Branch Manager candidacy. Highlight those that are most relevant to banking and management, ensuring they support the narrative of your proficiency and specialization.

3. Current and Up-To-Date

Ensure your certifications are current, noting the acquisition or renewal dates. This demonstrates not just your qualification but also your initiative in staying ahead in a rapidly evolving banking landscape.

4. Keep Pushing Forward

In the fast-paced world of banking, remaining stagnant is not an option. Highlight your commitment to continuous learning and staying updated with the latest in banking practices and leadership strategies.

By strategically curating your certifications, you're not just listing your credentials–you're narrating your journey of continuous improvement and deepened expertise. This commitment to excellence speaks volumes to your potential as a Branch Manager, making you a standout candidate in any selection process.

The compétences you bring to the table are the toolkit you'll leverage every day as a Branch Manager. This section is your chance to make it crystal clear that you have the perfect blend of technical know-how and soft skills to excel.

1. Match Skills to Job Description

Start by identifying both the hard and soft skills listed in the job description, then, mirror these with your own. For instance, skills like 'Banking Software' and 'Leadership Skills' directly respond to the requirements.

2. Prioritize Relevance

Sorting your skills by their relevance to the Branch Manager role can significantly impact your resume's effectiveness. Highlighting expertise in 'Strategic Planning' and 'Team Management' affirms your capability to lead and enhance branch operations.

3. Neat and Organized

A cluttered list can dilute the impact of your core skills. Choose a format that's clean, easily readable, and organized, ensuring your key skills in banking and management are immediately evident.

Consider your skills section as the compact but powerful core of your professional identity. Each skill listed is a testament to your capability and preparedness for the challenges of a Branch Manager. Remember, it's not about the number of skills, but the alignment and impact they promise.

In today's global banking environment, your linguistic skills can distinguish you from other candidates. They reflect your ability to communicate effectively with diverse teams and clientele, enhancing your appeal as a Branch Manager.

1. Match Job Requirement

Ensure 'English' is listed as fluent if it's specified in the job requirements. This acknowledges your capability to meet the basic communication needs of the role.

2. Showcase Additional Languages

Beyond the basics, indicating proficiency in other languages like 'Spanish' can position you as a candidate with broader communication skills, capable of engaging with a diverse clientele or leading multilingual teams.

3. Honest Proficiency Ratings

Clearly define your level of proficiency in each language. Whether 'Native' or 'Fluent,' your honesty outlines your genuine capability, setting realistic expectations for your role as a Branch Manager.

4. Tailor to Role

For a Branch Manager, languages might not always be front and center. However, showcasing your linguistic capabilities could set you apart in roles requiring engagement with diverse communities or international clients.

5. A Global Perspective

Every additional language you list is a testament to your adaptability and global perspective—traits that are incredibly valuable in today's interconnected world, especially in a community-facing role like that of a Branch Manager.

Your language skills are not merely about translation—they're about connection. In a Branch Manager's role, the ability to communicate effectively can be as crucial as your financial acumen. It adds to your strengths, showcasing you as a leader who's not just versed in numbers but also in the universal language of understanding and respect.

Your summary is your resume's thesis statement—a crisp snapshot of who you are as a professional. A well-tuned summary can intrigue the hiring manager, encouraging them to dive deeper into your resume.

1. Capture the Job Essence

Digest the job requirements thoroughly. Understanding what makes a great Branch Manager—in terms of both soft and hard skills—sets the tone for your summary.

2. Start With Your Strong Suit

Lead with your strongest qualities. Are you a strategic thinker? Do you excel in leading teams to success? Begin your summary with these highlights to make an immediate impact.

3. Address Key Requirements

Tie in your top skills and career milestones with the job's key requirements. Phrases like 'Demonstrated success in leading teams and achieving branch targets' directly address the sought-after qualifications.

4. Keep It Tight

Your summary should be a laser-focused reflection of your candidacy, distilled into 3-5 compelling lines. Every word counts in painting a picture of your professionalism and readiness for the role.

This is your chance to make a memorable first impression. A well-crafted summary sings your praises before the details of your experience and education add depth to your narrative. It's your brochure headline, your ad hook—craft it to capture, convey, and convince.

Embarking on Your Branch Manager Journey

With every section crafted, revised, and polished, you stand at the threshold of your next great opportunity. Your resume, optimized for ATS and burnished with the specifics of your Branch Manager ambitions, is more than a document. It's your advocate, prepared to speak on your behalf and open doors. Take these steps, tools, and insights; let them guide you in crafting a resume that not only meets the mark but soars beyond it.

Your Branch Manager role is waiting. With dedication, insight, and Wozber's free resume builder at your side, your journey is set on a promising path. Let's turn those aspirations into achievements!

• Bachelor's degree in Business, Finance, or a related field.
• A minimum of 5 years of experience in branch management or related financial services roles.
• Proven track record of meeting or exceeding branch targets and objectives.
• Strong interpersonal, communication, and leadership skills.
• Familiarity with banking software and financial tools.
• Must have the ability to converse fluently in English.
• Must be located in Los Angeles, California.
• Oversee daily branch operations, ensuring compliance with bank policies and procedures.
• Develop and implement strategies to achieve branch targets and goals.
• Build and maintain relationships with existing and potential customers.
• Manage and motivate branch staff, providing training and support as necessary.
• Prepare and present regular reports on branch performance to upper management.

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Branch Manager Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the branch manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Monitor and direct performance by analysing the branch performance scorecard (Performance Management and Risk Framework) and management information
• Manage end-to-end processes including workforce planning, recruitment, performance management and all people management practices
• Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
• Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
• Assist Group Branch Manager in development of management candidates and move to responsibility level
• Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices
• Makes timely and effective decisions related to personnel, assets, customers, sales, operations and management team to continuously improve performance
• To achieve a contracted percentage of 75% of trade- and 50% outstanding capital by ensuring that the team present the assets/vehicles for sale in such a manner that the assets will realise the highest profits on auctions
• To ensure operating expenditure for the team is within budget by checking /controlling and to signing off all expenses in the daily operations of the trade Centre
• To sell assets/vehicles in the store on a monthly basis via a team of staff members
• Some of the tasks entail the organising of audits, negotiating with ABSA legal torelease the vehicles
• To ensure that the trade centre team do not to exceed contracted % of sales budget set by national office at beginning of financial year according to Performance development agreements
• To ensure the end to end process is not compromised and that SLA's are met. SLA meetings conducted to ensure adherence of team efforts within agreed timelines. If non adherence consequent management to be conducted
• To identify and implement any processes which will enhance the operation effectiveness of the Branch. Research via client interaction as well as looking at best practices
• People management – delivering performance through people-supporting performance and development
• Establishes business contacts and networks through community events and activities
• Make regular outside sales calls to develop and deepen business relationships
• Perform all additional duties as assigned by Management
• Recruit, hire, train, supervise, and develop branch staff in an effort to create strong team members that contribute to the success and growth of the branch
• Create and sustain a business culture of well managed growth within your branch, underpinned by
• Proven record of developing and coaching high performance sales and service teams
• Ability to ensure high quality, profitable service levels
• Ability to learn quickly and apply that knowledge along with the ability to work in a team environment
• Expert knowledge of Microsoft office suite. Ability to handle complex analysis using Excel. Strong knowledge of PowerPoint
• Excellent customer service skills with strong phone sales ability
• Strong interpersonal skills and the ability to build professional working relationships with branch team and throughout the organization
• Strong organizational skills with ability to effectively prioritize, follow-through and high attention to detail
• Highly organized with the ability to deliver on multiple priorities, attend to details but maintain focus on the big picture safety
• Strong communication and presentation skills - able to tell a good story
• Strong presentation skills, able to tell a good story
• Strong communication skills with an ability to deal with all levels in a confident and professional manner

15 Branch Manager resume templates

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• Minimumtwo years of financial sales management in a Retail Bank is REQUIRED
• Demonstrated effectiveness in managing operational requirements and procedures
• Ability to develop knowledge of all aspects of branch operations, including paying and receiving transactions, regulatory compliance, and Bank Policy & Procedure
• Job experience with extensive customer contact, including building & maintaining customer relationships
• Advanced proficiency with Windows PC navigation and software, including Excel and Word required

Branch Manager, Non Producing Resume Examples & Samples

• Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales
• Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
• Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs
• Accountable for the Branch’s sales performance and financial performance
• Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices
• Responsible for effectively communicating the status of performance and issues to the Complex Manager
• 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent
• Ability to own projects at a Branch level

Branch Manager, Producing Resume Examples & Samples

• Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
• Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
• Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager
• At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
• Ability to organize and prioritize work, meet deadlines, and complete projects

Branch Manager Assistant, Non Producing Resume Examples & Samples

• Maintain Branch Finance and Expense Management information, including Automated Flexible Grid (AFG), Business Development Allowance (BDA), and P&L
• Coordinate the pre-hire due diligence process for Recruits
• Implement the Onboarding and Orientation of Staff, Financial Advisors, and Recruits, including Sales Force website usage
• Serve as the branch contact for Financial Advisor and Support Staff compensation arrangements and issues
• Act as a resource and liaison for Branch Communications and Technology support
• Provide administrative functionality for HR (CARCO/I-9 processing, New Hire and Termination paperwork, Workday, and Taleo)
• Serve as the Building and Facilities Management point of contact and EMCOR liaison
• Coordinate Staff and Financial Advisor Registration and Licensing
• Assist in the administration of the Branch Business Continuity Plan (BCP)
• Plan/Coordinate Branch and client events, seminars, meetings, etc
• Maintain Branch supplies, process invoices, and prepare T&E’s utilizing the Concur, Ariba, and SMAART Web online systems
• Perform administrative functions including, but not limited to, Branch Manager telephone coverage, business travel arrangements, file maintenance, Branch report preparation, and calendar maintenance
• 2 Years of related experience required
• Series 7 preferred
• Highly effective time management and communication skills
• Ability to prioritize multiple competing demands
• Self-motivated and able to work with minimal direction
• Extensive knowledge of branch procedures
• Proficient in Microsoft Office applications (including Word, Excel and PowerPoint)
• Three years retail sales experience in a consumer or small business environment with leadership/coaching experience or two and a half years financial service and sales experience with at least one year previous experience in a leadership role
• Ability to develop strategic plans to meet sales goals
• Ability to interact confidently with clients
• Achieve business growth by improving revenue/expense, and meeting/exceeding customer expectations
• Set goals, develop and effectively execute strategies against a detailed action plan
• Actively coach employees to achieve sales results, source new customer business and provide superior customer service
• Build effective relationships with customers, business partners, staff, and members of the community
• Minimum 2 years of financial management in a Retail Bank is REQUIRED
• Demonstrated success in managing performance and sales referral leadership
• Ability to manage to P&L and teach concepts of P&L to develop staff knowledge
• Customer service experience, working lobby
• Strong sales planning & management skills
• Floor management and scheduling skills
• Strong probing, analytical, problem solving and decision-making skills
• Computer/navigational skills
• Community involvement experience
• Ability to work Saturday and some evenings required

Citifinancial Branch Manager Trainee Edmonton AB Resume Examples & Samples

• University or College degree an asset
• Ability and willingness to relocate across Canada
• A team player who has the knowledge and desire to continue to learn, grow and excel in a fast-paced, team-oriented environment
• An individual who is driven to take on responsibility at an early stage in their career and who is not afraid of new challenges and opportunities
• Someone who has strong communication, interpersonal and relationship building skills
• Current or previous experience at OneMain Financial or a similar consumer lending organization
• Experience working in a customer service related environment
• Leadership experience with coaching and leading a team
• Experience in multitasking and working to achieve challenging goals
• Basic computer knowledge – have an understanding of relevant computer software applications (Microsoft Word, Outlook, Excel, Power Point) and has basic keyboarding abilities
• General industry knowledge – have a general understanding of industry rules and procedures (e.g. lending processes, collections practices, accounting, etc.)
• Willingness to work flexible hours which may include some Saturday hours
• Manage branch operations and ensure compliance with all business polices/processes
• Train, coach and motivate all staff members
• Participate in the career development of each employee, including training of consumer lending products and services
• Provide exceptional service to ensure customer satisfaction and ensure continued relationships with OneMain Financial
• Manage collection activities including consulting with customers on loan payments for past due accounts
• Drive branch performance to successfully achieve business goals and branch profitably
• Experience working in a goal oriented sales environment
• Willingness to work flexible hours. Typical office hours are Mon, Wed and Fri – 8:30AM to 5:30PM, Tues and Thurs – 10:00AM – 7:00PM and up to 2 Saturdays per month – 9:00AM -12:00PM
• Meet all state-specific mandatory licensing, certification, training, or other requirements
• For GEORGIA, 1 year minimum experience processing or servicing under the Georgia Industrial Loan Act (GILA)
• For MISSISSIPPI, 1 year of previous mortgage lending experience within Mississippi within the two years prior to the date of the application
• For MONTANA, 3 years of related experience
• For NEVADA, 3 years of related experience within the last five years
• For NEW MEXICO, 2 years of verifiable experience
• For NORTH CAROLINA, 3 years related experience
• NOTE** The information listed within this Description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. Job grade and job level may vary based on work experience and qualifications

Branch Manager of Shanghai Resume Examples & Samples

• Partnering with the Project Team in the setup of the Shanghai Branch
• Responsible for the overall profitability for the branch
• Responsible for the overall activities within the branch
• Responsible for business development and leading the frontline sales team to achieve financial budget which include client acquisition, revenue generation, attracting Net New Money, etc. via the Branch
• Partnering with Compliance team to manage relationship with regulators and relevant authorities
• Taking ownership on the Corporate Governance of the Branch, supervising the daily operations of the Sub-branch, ensuring that it comply with regulations and internal control standards
• Responsible for the execution of UBS (China) Limited's strategy as approved by the Board of Directors
• Responsible for the hiring, training of the staff required in the Branch Operations
• Longer term, working together with the President to formulate the detailed implementation strategy for Shanghai business
• Strong execution ability to implement UBS (China) Limited's strategy
• International experience and have a strong understanding of the domestic markets
• Strong Leadership and have the drive to take business forwards；
• Chinese language is a must for the position, both written and oral
• Work varies from significant to high complexity involving routine and non-routine situations / challenges
• Position will provide oversight to more complex circumstances and will have designated authority within assigned limits
• Requires significant initiative and independent judgment in completing work, with unfamiliar situations or challenges addressed by the next level manager
• Problem resolution involves judgment in applying or adapting procedures to address situations as well as searching for and setting precedents for continuous improvement
• Decisions have a direct impact on the functional area, other business units, external guests, and direct reports
• May be required to work shifts outside of regular business hours
• University / College degree or combination of equivalent education and experience in banking or related industry
• 5 - 7 years of related work experience in sales / customer related roles
• 3 years of experience leading and managing others
• Mutual Fund Licensing. Requires completion of: investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling
• Completion of HSBC Premier Academy
• World Selection (training provided by Asset Management Canada, AMCA)
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement Advanced Personal Finance
• Excellent communication and customer service skills
• Excellent knowledge of HSBC’s products / services and competitive environment
• Complete knowledge of HSBC’s policies, practices, and procedures within own area
• Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching
• Remote management experience would be an asset
• Experience managing the performance of direct reports through a performance management process
• Strong understanding of accounting and budgeting principles
• Strong understanding of operations and technical procedures in own area and how they link to other areas of operations
• Strong understanding of legislation and regulations as they apply to own area

VP Senior Branch Manager Resume Examples & Samples

• Assist in coaching and mentoring of other Series 6 and Insurance qualified sales representatives, including encouraging customer meetings, performance of needs assessment and other sales activities consistent with the level of licensing
• Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of HSBC Securities (USA) Inc. through proper customer profiling and needs-based selling
• Conduct needs assessment with current and potential Company customers and recommend appropriate investment and insurance products to meet individual needs, based on objectives, risk tolerance and proper asset allocations
• Sell appropriate core financial service products, including investment and insurance products, to meet customer needs while developing and expanding account relationships
• Ensure adherence to established investment and insurance product set and selling limitations
• Comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products. Unless otherwise assigned on an individual basis in writing, role does not include management and supervision of investment and insurance activities and sales, which lies within the brokerage business and supervisory structure of HSBC Securities (USA) Inc., as determined by its senior management
• Minimum of seven years proven and progressive branch banking and/or commercial lending experience or equivalent, including a minimum of five years proven and progressive management experience or equivalent
• Series 6, 63, Life and Health Insurance Licenses required. On an exception basis a sixty day contingency may be granted solely at management's discretion (this period is full-time study, with no client contact). Licenses are required to discuss and sell insurance and investment products with potential and existing customers as well as coach licensed sales professionals in these discussions and sales and make referrals as appropriate (supervision is from HSBC Securities (USA) Inc.)
• Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually
• Monitor the completion of Operational Effectiveness requirements outlined in Policy and Procedures and other communications as received to manage risk within acceptable limits
• Sales and Service Management
• Risk Management and Compliance
• Preferred: Undergraduate College/University Degree or equivalent 1-2 years banking experience and/or Business/Department Manager with previous sales experience
• Minimum: Undergraduate College/University Degree or equivalent 1 year of banking experience and/or Business/Department Manager with previous sales experience
• Decisiveness (Working)
• Customer Focus (In-depth)
• Communication (Working)
• Relationship Building (Working)
• Personal Effectiveness (Working)
• Risk & Compliance Management (Working)
• Preferred: Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience
• Minimum: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
• Sales and Service Management (Expert)
• Business Acumen and Financial Literacy (In-depth)
• Decisiveness (Expert)
• Performance Management (Expert)
• People Development (In-depth)
• Customer Focus (Expert)
• Communication (Expert)
• Relationship Building (Expert)
• Personal Effectiveness (Expert)
• Risk & Compliance Management (Expert)
• This role requires the incumbent to interact with the District Sales Specialists and Managers, District and Regional Operations Managers and One Harris Partners
• Preferred: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
• Decisiveness (In-depth)
• Performance Management (In-depth)
• Relationship Building (In-depth)
• Risk & Compliance Management (In-depth)
• Develop and implement branch and individual sales, service and operational plans to support the achievement of the area business plan
• Coach your employees to achieve their sales targets
• Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal
• Candidates are required to be 100% mobile throughout the BC Interior
• In-depth knowledge of the full range of Barclays retail product set and service and an overview of corporate and small business services
• Awareness of Barclays retail strategy, operating structures and interfaces
• 6-10 Years Of Branch Management Experience
• Team leader experience
• Overtime approvals
• Stationary consumption/telephones etc
• Brand, product and business proposition

Branch Manager Surat Resume Examples & Samples

• Good communication skills: Fluency in English and Hindi languages; Gujrati would be an added advantage
• Perseverance & Patience
• Willing to travel within the city
• AMFI/NISM certification (Advisors’ Module)
• Any Financial Advisory linked Qualification – CFP
• Knowledge of financial products and environment

Senior Branch Manager Resume Examples & Samples

• People Management with Strong Leadership
• Relationship management
• Communication and Presentation
• In-depth understanding of technical support systems e.g. BRAINS, WinFos
• Detailed understanding of the retail network business processes and operating procedures. Thorough knowledge of operating instructions and audit requirements
• Good understanding of Barclays risk policy
• Knowledge of Barclays people policy and procedures
• Understanding of the local competitor market
• Team leader

Instore Branch Manager Resume Examples & Samples

• Interviewing and selection
• Maintain continuing education coursework to keep licenses and/or registrations in active standing
• Four years financial sales and service experience in a retail bank branch environment with one year direct supervisory experience including the mentoring and coaching of staff
• Demonstrated ability to meet or exceed sales goals. Knowledge of retail bank branch operations, policies and procedures
• Build a strong referral source for new potential business
• Work collaboratively with partners and other specialists to optimize marketplace opportunities and maximize overall branch growth and profitability
• Provide ongoing coaching and development to ensure a high level of employee performance and engagement
• Monitor the completion of Operational Effectiveness requirements outlined in the Policy and Procedures and other communications, as received, to manage risk within acceptable limits
• Strong people and relationship management skills
• Exceptional customer service skills and ability to role model customer service expectations
• Demonstrated experience with sales and service management
• Demonstrated experience with Risk Management and Compliance
• Engage advisors and support staff in ongoing endeavor to provide a legendary Client Experience
• Measure and monitor service delivery results to ensure a consistent, high level of service is achieved
• Actively promote TDWPIA image and brand within the community through participation and leadership in business groups, and related activities
• Monitor performance metrics using branch tools etc
• Take ownership of annual sales plan, through the understanding and taking ownership of annual objectives and sales targets, preparing annual strategic sales plan for the branch and providing inputs into network-wide annual strategic sales plan
• Provide clear direction to branch staff on the Absa Retail business objectives, translating and prioritising into business performance measures at branch and individual level
• Own the customer experience within the branch by proactively driving the “Go to Bank” goal in line with One Africa and RBB strategy
• Interview all customers who want to close their accounts because of poor service or high tariffs to determine the root cause and to attempt to retain
• Mitigate and manage risk, frauds and losses in the branch by ensuring Absa policies and procedures are consistently applied and embedded by up skilling and utilising resources where necessary
• Ensure implementation of all service and sales processes, monitor progress and take corrective actions when required
• Maintain compliance in every activity of the business , esuring compliance with operational and risk requirements e.g. Health & Safety standards, Security of premises, Sanctions, Anti-Money Laundering etc
• 2 years managerial experience in managing a branch / business
• 5 years working experience in a Retail / Banking environment
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

Wuxi Branch Manager Resume Examples & Samples

• Satisfy the qualification requirements by the regulators
• Possess strong leadership and seasoned management experience to drive business and control results and achieve branch profitability
• Self-motivated with a strong sense of responsibility and commitment to the Branch’s overall business development
• Be familiar with banking related laws and regulations; possess high-level policy proficiency and application capability
• Be familiar with banking business, risk management and other vocational specialties
• Track record in working performance
• A team player and strategic thinker with good communication skills
• Mature personality in dealing with complex situations
• Take accountability for the overall achievement of Retail performance objectives for the branch
• Manage the outlet infrastructure both internally and externally, the overalll apperance including
• Bachelor Degree in Commerce, Banking or Business Administration or , NQF level 6 equivalent
• Completed RE1 level 1 regulatory examinations, required by the FSB for all individuals in the
• Work with team leaders and branch staff to achieve sales and service through in-branch business development activities and effective Banking Hall management
• Build and develop a high performing team through performance development and coaching
• Agree targets and take accountability for the overall achievement of Retail performance objectives in terms of Cost performance, Income Contribution and total balance sheet performance
• Provide input into regional and branch forums and review business plans for the Region
• Maintain a healthy balance sheet in the branch
• Actively involved and accountable for making purchase or refund business decisions within set limits
• Own discretion to waive certain account opening or loan application credit criteria
• Ensure compliance with operations risk and rigour requirements
• Ensure that staff in the branch adhere to ABSA Information Security policies and procedures through communication
• Assign responsibility for spot checks to Specialist Managers and staff members and review the results
• Audit and conduct regular quality checks on all processes, transactions with high financial levels and operational risks
• Facilitate the investigation and reporting of Fraud and Loss cases in conjunction with the Risk Team
• Deal directly with customers when they request, takes ownership of the query resolution process
• Review monthly query and complaint trend analysis and provide input to action plans to prevent recurring issues
• Interact regularly with internal service providers to ensure fast and efficient service to customers
• Proactively drive implementation of service initiatives
• Accountable for achieving annual sales and customer acquisition targets
• Establish relationships with key clients or business influencers in the local communities, doing client entertainment within overall annual budget limits
• Identify and become involved in appropriate Corporate Social Investment initiatives
• Provide feedback on the performance or service delivery of external service providers and head office sourcing
• Provide cover for Branch Managers at other outlets or for the Regional Manager
• Share knowledge experience and best practice with team members and other branch managers
• A Diploma in Banking or equivalent NQF level 5 qualification or higher
• Five(5) years working experience in a Retail or Banking environment
• Two(2) years managerial experience in managing a branch or business
• Certification in FAIS (Bank-seta) compliance

Branch Manager Mbale Resume Examples & Samples

• Accountable for achieving annual sales targets as cascaded from the Area Manager. Monitoring of progress towards achieving targets is done on a regular basis, at least monthly
• The Branch manager is also responsible for maintaining a healthy balance sheet in the branch i.e. ensuring the assets on the books of the branch are performing to expected standards, that low quality assets are kept to a minimum and that the earnings contribution of the branch is within acceptable levels
• Even though the branch manager may not be the cost centre owner directly, the incumbent is responsible for strict cost management in that branch i.e. reviewing all service provider quotations before the work can proceed. In addition, the branch manager is expected to conduct detailed analysis, on a monthly basis, of the following cost elements
• Active involvement and accountability for making purchase/ refund business decisions within set limits e.g. Sundry loss, Potential Loss Accounts (PLA), customer refunds. Can approve release of deceased funds within predetermined limit

Branch Manager Visakhapatnam Resume Examples & Samples

• Good communication skills: Fluency in English and Telugu languages; Hindi would be an added advantage
• Self starter, self motivated, Go-getter
• Ability to take mature decisions from a business perspective
• (Business) Graduate or Post Graduate
• Related Experience – 3 to 7 years
• Good Knowledge and understanding of Financial Markets
• Mutual Fund Licensing. Requires completion of: investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills
• Builders Course Completion of HSBC Way of Selling
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
• Diplomatic problem solving skills to resolve issues within own functional area and / or across functional areas

Branch Manager, Brisbane Resume Examples & Samples

• Develop, communicate and implement a value-based strategy that produces a sustainable income stream for the branch and leverage on the full product array available to create new client opportunities and deepen existing client relationships
• Ensure Branch goals and targets are met, including:-
• Volume and revenue growth
• Relationship indicators (franchise x-sell, penetration etc)
• Manage the overall branch operations to achieve business targets within resource and expense budgets
• Provide leadership in hiring, developing, coaching and mentoring a high performing solution-based team capable of meeting the needs of all client segments within the branch
• Experience of running a wealth management business is highly desirable
• Proven ability to build, motivate and lead others and experience of leading sales teams to deliver results and deliver on revenue plans
• Operational management experience within a compliant environment
• Knowledge and understanding of financial services industry and retail banking experience
• Plan and implement service strategies, capacity planning and sales management process to achieve service standards and goals
• Responsible for bottom line growth of Branch month on month / quarter on quarter / year on year
• Number of customers
• Utilise your networking flair and expertise to identify appropriate networking opportunities
• Achieving financial performance and business growth goals
• Build strong working relationships within the community to advance the strategic vision of Citi and create opportunities for growth
• To further enhance the relationship proposition you will have the flexibility to be available for clients, attend networking opportunities, and be mobile, both inside and outside normal banking hours
• Results oriented with proven ability to manage business risks
• Passion for creating a culture for delivering superior customer service and meeting needs of clients/staff

Assitant Branch Manager Resume Examples & Samples

• High School diploma or equivalent required with some college coursework and/or degree preferred
• Comprehension of required loan documentation i.e. Appraisals, title products, flood certifications, income, trusts, etc
• Previous administrative assistant experience is preferred
• Demonstrate a strong efficiency with the usage of standard office equipment i.e. phones systems, fax machines, copy machines, printers, etc
• Working knowledge of MS Word and Excel required with PowerPoint and Access Database knowledge preferred
• Work varies from moderate to significant complexity involving mostly routine and some non-routine situations / challenges
• Decisions have a direct impact on the functional area, other potential business units, external guests, and direct reports
• 3 - 5 years of related work experience in sales / customer related roles
• Mutual Fund Licensing. Requires completion of
• Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and
• Mutual Fund Skills Builders Course
• Diplomatic problem solving skills to resolve issues within own functional area
• Excellent interpersonal skills to support the building of strong relationships with diverse groups of people
• May require knowledge of World Selection (training provided by Asset Management Canada, AMCA)
• Demonstrable experience leading others
• Aware of and understands how own area of the business performs (is profitable, conserves costs, etc.)
• Understanding of legislation and regulations as they apply to own area
• Demonstrated ability to build, motivate and lead others
• Proven ability to deliver results through others
• Banking or Financial Services experience preferred
• Take accountability for the overall achievement of Retail performance
• Audit and conduct regular quality checks on all processes
• Take ownership of the query or complaint resolution process
• Undertake root cause analysis of Customer satisfaction measure results and
• Bachelor Degree in Commerce, Banking or Business Administration or , NQF level
• 6 equivalent
• Completed RE1 level 1 regulatory examinations, required by the FSB for all
• Client Development and Service
• Advisory and Sales Management
• Recruiting and People Leadership
• Strategy and Market Coverage
• Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff
• Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service
• Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures
• Supervises daily trading and other office activities
• Documents and resolves client complaints
• Performs reviews of client accounts
• Develops and implements plans to meet office sales goals
• Facilitates sales promotion activities such as seminars and luncheons/dinners
• Develops and monitors office revenue and expense budgets
• Informs FAs about new products and RJA managed underwritings
• Participates in community affairs as a representative of the firm
• May service clients in his/her own book of business
• Company's working structure, policies, mission, strategies, and compliance guidelines
• Legal requirements and federal and state regulations related to employment
• Identifies the needs of customers through effective questioning and listening techniques
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
• Articulate reasons behind decisions

Gcg-senior Branch Manager Resume Examples & Samples

• Degree holder, preferably in Business or related fields
• Minimum 10-12 years of Branch/Sales or equivalent experience
• Thorough understanding of financial / service / operation dynamics of branch
• All compulsory local regulatory licensing requirements in Insurance, Investment, Foreign Exchange etc
• Strong motivational skills to drive a sales team
• Appreciation for operational priorities and sensitivity to compliance requirements
• Demonstrated ability to motivate and influence others
• Keep self updated on changes in any compliance/regulatory processes/norms and ensure implementation and strict adherence to the same
• Take complete ownership for ensuring goal setting, performance appraisals, confirmation appraisals, labour law compliance, hiring and selection support, timely execution of disciplinary actions and that other HR processes are supported
• Take complete ownership to deliver balanced growth of all the products, balance sheet growth and profitability of the branch
• Minimum one year of supervisory experience
• Basic knowledge of the bank's products and services
• Basic knowledge of teller and platform functions
• Good analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace

Branch Manager Ps Resume Examples & Samples

• Build collaborative relationships throughout the organization and your market
• Provide consistent recognition
• Bachelor’s degree or equivalent, preferred

Accountemps Branch Manager Ps Resume Examples & Samples

• Lead and manage change
• Delegate responsibility
• Demonstrated success in business generation, leading and driving business development
• Excellent communication, presentation and problem solving skills
• Proficient in MS Office, databases and other systems
• Ensure that processes are in writing for all duties for the firm, i.e. LCD projector set up, scanning instructions, client file backup, client file notebook upkeep, etc
• Maintain client and other office files inclusive of off-site storage and determine when files are on schedule to be destroyed
• Work with third-party vendors, as needed, to keep office clean, operational and running smoothly (e.g. water supplier, cleaning, UPS, Fed-ex, etc.). Ensure pricing with all vendors is competitive
• Coordinate with Receptionist to maintain postage machine and ensure adequate postage at all times
• Coordinate with Receptionist to check inventory weekly and purchase supplies as needed
• Review and update office insurances including general liability, E&O, life
• Supervise administrative staff: provide guidance and expertise in resolving problems or concerns; coordinate workflows; lead administrative staff meetings; identify the need and approve requests for continuing education
• Serve as a liaison between advisers and clients as needed
• Receive calls and direct client inquiries to proper individuals
• Ensure that all applicable firm software is renewed
• Update and maintain organization of firm shared drive and intranet
• Review and process incoming invoices for payment. Oversee monthly invoicing and banking
• Receive, process and deposit client fees
• Update Form ADV annually and as needed
• Proofread reports; check documentation and electronic data for errors
• Maintain customer and vendor files by updating with pertinent information
• Schedule, update and cancel firm staff meetings
• Coordinate and send out mass mailings and global emails for the firm
• Assist with annual firm certifications – coordinate and obtain requested documentation from appropriate resources
• 7-10 years of experience with office management in a professional environment
• Experience working in the financial services industry is required
• Excellent typing, spelling, and proofreading skills
• Able to develop a network of resources
• Strong knowledge of principles and practices of personnel administration and office management
• Team player, able to work well with all levels of the firm, as well as with clients
• Works well under pressure and thrives in a fast-paced environment
• Able to multi-task and proactively solve problems
• Self-starter, energetic, assertive
• Able to work effectively with the highest standards of confidentiality and ethics
• Able to work independently and establish priorities
• Must be organized, meticulous, and detail-oriented
• Excellent follow-through
• Client-first attitude

Branch Manager Niagara Falls Area Resume Examples & Samples

• Branch Staffing & Performance Coaching: Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader; Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans; Ensure the Branch team is trained on Key's products, sales, and service models; Responsible for developing the branch team's understanding of Key's products and services, Key's sales and service process and the competitive landscape; Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers
• Branch Operations: Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch KSAP (branch self assessment program) tasks; Ensure satisfactory or better branch audits; Review and certify completion of continuity and recovery activities; Ensure the branch focuses on operational processes to enhance the client experience; Report and follow up on branch facility issues that hinder branch operations; Monitor and coach customer service behaviors to exceed service measurement goals within the branch
• Opportunity Management: Establish and communicate branch performance standards regarding client follow up, ensure proper focus in client relations, introduce members of the team to the client and participate in client appreciation events; Ensure Tellers are making client and account referrals in accordance with their established Teller referral goals; Branch Managers in Non Business Intensive branches focus on retaining and expanding small business clients in the Book of Business Focus/Grow category; Branch Managers in Business Intensive branches should focus on acquiring, retaining and deepening small business relationships
• Needs Assessment: Review client needs and understand how the solution fits the clien; Create and maintain active calling plan for Book of Business clients and prospect
• Present/Pitch: Discuss features and benefits of multiple products and services that may meet client needs to ensure the client selects the best product for them
• Fulfillment: Communicate across branch team to build relationships with all team members and create realistic expectations in the sales process and effectively resolve differences; Walk through expectations with the client and ensure that the solution meets the client's need; Accountable for risk management and compliance for the branch within established parameters
• Follow-Up: Ensure that client follow up calls are conducted by end of business day to confirm client understanding; Maintain and call on a client book of business; Ensure Branch financial goals are met or exceeded; Develop strong partnerships with business partners focusing on cross selling and referrals; effectively manage internal and external COs; Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being me; Manage employee hours worked in accordance to and compliant with KeyBank's time tracking policies; Utilize the annual district marketing plan to maximize community visibility, production, profitability and people resources
• Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank)
• Develop personal book of business and drive personal practice. Facilitate effective sales meetings and holding workplace/corporate seminars. Service the client: analyzing client cases and providing a broad set of product solutions
• Drive growth in number of overall office Assets Under Management (AUM), High Value Clients (HVC) acquired and number of clients. Effectively lead advisors and staff within an office. Support a large geography with strong market potential. Assist in the development/training of advisors core skills of: high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients
• Drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Provide targeted focus and resources on opportunities with highest potential. Work with CD or RVP to develop ongoing business planning and development for branch through both organic and inorganic strategies. Develop local programs to support client acquisition-leveraging corporate support
• Responsible for supervision of all sales activities of registered personnel assigned to him/her; ensure sales activities are appropriate based on client objectives, goals, risk tolerance, etc. and adequate disclosure was provided. Ensure employees fulfill applicable licensing, registration and compliance requirements; adhere to firm's policies and procedures and conduct business in an ethical manner; maintain records in accordance with FINRA, NYSE and other applicable regulations
• Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation. Line of site to external environment and strong awareness of local and national competitors
• Develop localized recruiting strategy (including EAR, practice acquisition and Targeted Career Changer (TCC)) based on in-depth region knowledge, market conditions and performance of the competition. Manage recruiting pipeline and drive targeting and selection process across site for EAR candidates. Develop site's unique value proposition and grow overall number of advisors in site utilizing localized recruiting strategies
• Identify teaming opportunities and drive Teaming strategy across the site, facilitate partnerships between and within highly tenured, senior advisors and less experienced advisors to maximize mentoring, specialization and production opportunities. Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group. Train and develop advisors emphasizing our unique Dream>Plan>Track strategy
• Quarterly Periodic Business Reviews with CD, RVP and Regional Sales Director (Advisor Business Development Group). Bi-weekly results review with CD (key metrics, high potential advisors, etc). Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff
• College Degree, MBA Preferred
• 5+ yrs experience
• FINRA Series 7, 24, 63/66, 65/66 and 9/10 required
• Maintain the appropriate principal registrations to supervise sales of all products available
• Maintain the appropriate principal registrations to supervise broker dealer operations, training, and marketing/advertising
• Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66)
• Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received
• Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66)
• CFP Designation

Asst Branch Manager Resume Examples & Samples

• At least 1 year retail banking experience and knowledge of branch operations preferred
• Some Supervisory experience is preferred
• Computer skills to include work in Windows based applications

Universal Branch Manager Resume Examples & Samples

• Lead customers through interactive demonstrations of PNC’s capabilities at a variety of venues
• Also acts as a consultant, opening accounts, performing and servicing customer transactions, side by side with the Universal Consultant, with no distinction to the customer
• Have a robust network of partners and work closely to connect customer as needs are identified
• Proactive business development activities inside and outside the branch office that results in the successful acquisition and expansion of consumer and business banking relationships
• Create a branch culture where the universal branch team is committed to doing things right the first time
• Lead by example, demonstrating superior customer servicing behaviors and actions at all times
• Demonstrated leadership capabilities, such as ability to manage to vision & purpose, superior communication skills, ability to influence behavior and create high levels of employee engagement
• Coach for improvement of existing skills, development of new skills and achievement of goals
• Create an environment where employees know what is expected of them
• At least 2 years of leadership/management experience, preferably in the financial services industry
• Sales and/or service leadership and proven success meeting sales goals
• Extraordinary customer service skills
• Strong outside business development skills and knowledge of local centers of influence with established relations in the local community
• Computer and communication skills (both written & verbal)
• A college degree or equivalent

Branch Manager Czcz Resume Examples & Samples

• Manage the sanctions compliance program for the CIB businesses, globally, working closely with the Regional Sanctions Officers
• Partnering with the CIB business, risk executives and Legal and Compliance staff to develop, implement and administer appropriate policies and procedures
• Monitoring the CIB businesses compliance with laws and regulations, identifying weaknesses and developing remedial programs
• Advising the CIB businesses on compliance issues and requirements for new developments and products
• Interfacing with regulators on examinations and other inquiries on a regular basis
• Administering corporate wide compliance policies
• Establishing training programs for sales, relationship management, client service, product and operations. Ensure implementation and conduct ongoing monitoring
• Partnering with individuals within Corporate Compliance, Legal, Audit and/or Risk on various programs
• Participate on project teams responsible for sanctions screening strategy for CIB globally with primary focus on OFAC but also an awareness of other sanctions regimes
• Educate business staff on the meaning and implementation of sanction regulations
• Participate in the development of the sanctions risk assessment for CIB
• Update product level risk assessments required to support the scope of sanctions screening to be applied
• Handle research and follow-up related to events involving sanctions issues with clients
• Establish and develop effective relationships with business partners in sales, product and relationship management
• Research cases to determine appropriate examples for training modules
• Contribute to policy, governance and procedure enhancements
• Four-year degree required
• 5-8 years of compliance or related experience, of which 2 years is in OFAC compliance
• Knowledge of sanctions regulations and screening methodologies
• Product knowledge should include Banking and Security product expertise
• Excellent interpersonal, organizational and writing skills required
• High attention to detail with strong analytical and logical reasoning skills
• Ensures the daily branch operations are conducted in accordance with established credit union policies to include legal and regulatory requirements
• Communicates effectively at all levels and possess skills in planning with the ability to monitor and report
• Provides on-going training to branch staff on credit union products and services, competitive products and services in trade area, policies and procedures and required employee level testing
• Responsible for on-going evaluation and providing feedback on employee performance. Reviews branch staffing levels as positions turn for appropriate modifications
• Responsible for building cohesive effective teams and fostering positive open communication with branch employees. Good working relationships are established and fostered with branch personnel, management and other departments
• Promote an enthusiastic service/sales culture within their branch so that member service goals and product sales goals established by the Credit Union may be met or exceeded each year. Establishes service/sales goals for individual team members and tracks performance
• Recommends changes to senior management and implements decision within delegated authority
• Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and credit union and area competitors’ products and services affecting branch operations. Maintains and fosters branch participation in community events in support of promoting awareness and growth
• Works cooperatively with management and branch staff to effectively communicate and implement performance standards and sales goals and objectives
• Strives to improve the level of service constantly, and proposes new ideas or suggestions to Regional Director
• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent ( preferred)
• Two to four years’ prior branch supervisory or team lead experience in a credit union or banking environment
• Proficient with Microsoft Word, Excel and Outlook. Ability to operate standard office equipment, including PC, fax machine, telephone, photo copier and check scanner/encoder
• Ability to manage all priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• Ability to organize and prioritize information, job tasks and workload in order to consistently complete all branch work in a time sensitive manner
• Ability to work independently and as a team member while using discretion in decision making and good judgment problem solving
• Must have the ability to communicate effectively both verbally and in writing with members, co-workers and management in person, by email and by telephone
• Evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service. Develops and implements plans to meet office sales goals
• Performs reviews of client accounts and documents and resolves client complaints
• Coordinates registrations, continuing education, licensing, etc. of branch personnel
• Oversees daily trading and other office activities
• Facilitates sales promotion activities such as seminars and luncheons/dinners as well as inform FA's about new products and RJA managed underwritings
• May attract, select, orient, train, and retain Financial Advisors (FAs) and support staff
• May conduct ongoing performance appraisals, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files
• May review daily work of associates; evaluate workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow
• May ensure daily staffing levels and cross-training is adequate
• Services clients in his/her own book of business
• Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude
• Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes

Spot Coolers Branch Manager Resume Examples & Samples

• Determine customer needs, generate quotes, quote follow up, and close business
• Deliver, pick-up equipment, and service orders
• Visit job sites to determine needs, as required

Cib-chengdu Branch Manager Resume Examples & Samples

• The Corporate Banker (CB) will partner with the Investment Banking Client Executive (CE) to maximize the firm-wide revenue potential at acceptable returns across targeted clients and prospects
• The Corporate Banker will focus on the Treasurer and Treasury staff on accounts jointly managed with an investment banker
• The Corporate Banker will be the Client Executive where investment banking coverage is less developed and more opportunistic in nature
• The Corporate Banker may also be the General Manager of a new branch to be opened in Eastern Area of China which case he/she will work closely with the management of the China bank subsidiary and be guided by its detailed General Manager job description
• Ensure a holistic client coverage approach
• Drive increased penetration of client wallet and forge a closer relationship with our clients
• Evaluate client's main issues/needs and outline opportunities for JPMorgan
• Serve as a key point of contact within JPMorgan for the client Treasurer and other senior managers where appropriate
• Coordinate product partners to broaden client use of JPMorgan services
• Drive the account planning process and outline the financial view for portfolio accounts and agreed prospects
• Partner with Client Credit Management for all credit related needs and insure that Balance Sheet Committee requests are appropriate
• Work with CE's and Product groups in identifying new market opportunities and converting targeted prospects to clients
• If the Corporate Banker is a branch manager, he/she is responsible for all aspects of the branch's operations, regulatory relationships and branch profitability. The branch manager is also responsible all loans and contingent liabilities on the branch's balance sheet. In terms of staff, he/she is responsible for appropriate branch staffing and for overseeing and, as required, providing performance inputs on deputy general managers, finance manager, operations manager, compliance officer and technology officer
• Able to work with many different types of people, including investment bankers, traders, sales operations support, credit and senior management
• Strong organizational skills to handle a client portfolio of 20-25 accounts or a larger portfolio of prospects
• Credit trained or experienced
• Local language, market familiarity and contacts are a big plus
• Demonstrated ability to work with regulators
• Client focused and partnering in community events to ensure branch is perceived as an Advice Destination
• Experience in building a business
• Proven success in business growth and in establishing community relationships
• Proven change leadership skill and ability to effectively lead, communicate and execute change
• Strong relationship builder, able to establish both internal and external working relationships
• Strong business acumen, able to assess local market conditions and respond appropriately
• Entrepreneurial mindset, business developer mindset
• Strong knowledge and comfort in using and leveraging technology and merchandising assets to drive client experience and business results

Branch Manager Sanford Resume Examples & Samples

• Preferred: Undergraduate College/University Degree or equivalent + 1-2 years banking experience and/or Business/Department Manager with previous sales experience
• Minimum: Undergraduate College/University Degree or equivalent + 1 year of banking experience and/or Business/Department Manager with previous sales experience
• Sales and Service Management (In-depth)
• Business Acumen and Financial Literacy (working)
• Performance Management (Working)
• People Development (Working)

Branch Manager Apopka Resume Examples & Samples

• Minimum: Undergraduate College/University Degree or equivalent + 2 years of Branch Management and/or Sales/Service Leader experience
• Business Acumen and Financial Literacy (Working)
• Personal Effectiveness (In-depth)
• Responsible for the overall management of the branch’s activities, including business development, sales and service, expense controls, credit, community leadership, budgeting, achieving financial and compliance standards, and facilities management
• Provide personalized banking services to current and prospective customers, consistently seeking to expand customer relationships and provide the highest level customer service through business development and activities
• Analyze credit and financial information for processing of loans and other bank products for customers to ensure applicable lending policies and procedures are followed. Responsible for adherence of compliance regulations
• Manage all product marketing campaigns, sales development activities and referral programs for the branch
• Conduct weekly sales and service performance meetings with branch on a weekly basis. Monitor branch activities and results to insure sales success. Motivate and reward employees for achievement of sales and service goals
• Develop sales, service, and technical skills of team members through training, observing, and providing regular feedback
• Prepare annual business plan and budget
• Coordinate facility needs to maintain an efficient working environment with a quality appearance
• Actively participate in community organizations and activities to project and sustain a favorable bank image in the community
• Respond to and resolve customer service requests according to Great Western Bank policies in a prompt, efficient and courteous manner at all times
• Perform other job-related duties or special projects as assigned
• Bachelor’s degree preferred in business administration, finance, accounting, or related area
• 3 - 5 years of successful sales experience with strong working knowledge of banking products and services. Previous retail or commercial management experience strongly preferred
• Working knowledge of all bank products and services
• Strong management and business development skills
• Effective selling and cross-selling skills
• Undergraduate degree or equivalent work experience
• Registered Investment Sales Representative (RISR) registered and lending qualified
• Brilliant at the Basics
• Understands Canadian Personal & Commercial’s (P&C) technology and processes well, able to multi-task and delegate appropriately
• Possesses intimate knowledge of all aspects of Canadian P&C’s branch operations
• Understands full suite of financial products and comfortable answering questions and referring to the appropriate Subject Matter Expert
• Experience in both business and personal banking preferred
• Sensitive to diverse cultures and able to staff and manage to address local community needs
• Be a proactive sale and customer service leader able to emulate and decimate skills downwards
• Effectively liaise and support all other divisions of bank to meet key business drivers
• Gradually transition branch banking into being an investment center offering need based products
• Ensure effective recruitment and development plan are in place
• Ensure compliance, check and controls are in place
• Take an active role in social work and community development
• 5+ years preferably in the financial services industry
• Support HR manager to ensure compliance and transparency of local labor laws, regulations in employment registrations, social security registrations & management
• Support HR manager in implementing Groups process & SOP, personnel data management, compensations and benefits, recruitment and training in alignment with HR manager
• Be main local contact to work with local labor departments to manage labor topic in alignment with HR manager
• Support HR manager to have periodical reports about Myanmar labor legislation topic
• Great interpersonal, presentation and communication skills
• Highly organized, ability to identify and manage multiple priorities
• Advanced knowledge of standard software applications (Excel, PowerPoint)
• Fluency in English and Burmese
• Knowledge of Footwear industry and manufacturing methods a plus
• University degree majoring in Finance/legal/management
• Minimum 4 years working experience with exposure in Sporting Goods industry and/or industrial relations/legal
• Manufacturing and/or equivalent experience in strategic project management a bonus

Branch Manager, Long Island Resume Examples & Samples

• Grows both the business and personal client relationship
• Strong leadership & management skills
• Problem account management
• Strong communication skills (both oral/written)
• Relationship building & coaching skills
• Effectively manage risk
• Proficiency in Microsoft Office (Word, Excel, Power Point)
• Plans, organizes, directs, and controls the activities of a branch, including exempt and non-exempt employees
• Provides direction and leadership to employees with emphasis on superior customer service skills, achieving sales goals, and teamwork
• Provides operations oversight; ensures compliance with policies and procedures
• Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports
• Supervises branch staff to include conducting performance reviews, selection, and participating in performance counseling
• Focuses on acquiring new customers. Develop new commercial and consumer banking relationships. Calls on and corresponds with local businesses and personal clients to meet the branch’s assigned goals
• Directs financial institution personnel in activities to ensure prompt, accurate and dependable customer service
• Interviews customers for consumer loans, new and renewals
• Represents the financial institution to the community through excellent customer relations
• Provides and maintains a professional, business-like atmosphere within the branch office
• Works closely with Compliance Officer on compliance issues
• Prepares, reviews, and monitors budget for branch financial performance
• Underwrites credit requests for compliance with bank loan policy
• Presents loan requests to loan committees
• Provides loan operations support to the senior credit officer
• Monitors loan portfolio for payment performance, loan maturities, and credit quality
• Manages collection of past due accounts

Branch Manager Alwarpet Resume Examples & Samples

• Ensure timely completion of RCSA checks and follow ups on corrective actions
• Keep self-updated on changes in any compliance/regulatory processes/norms and ensure implementation and strict adherence to the same
• Take complete ownership for ensuring goal setting, performance appraisals, confirmation appraisals, labor law compliance, hiring and selection support, timely execution of disciplinary actions and that other HR processes are supported
• Ensure service levels are reviewed and enhanced to meet customer expectations
• Take wholesome ownership of the branch, its customers, employees and processes; and act as a corporate citizen for the designated Citigroup franchise
• Ensure adequacy of infrastructure to include customer space, workstations, telecommunications, safety & security, ambience and general upkeep of the branch
• Coordinate with respective departments to ensure infrastructural related facilities are provided for

Branch Manager Central / South Jersey Resume Examples & Samples

• Bachelor’s degree or equivalent healthcare experience
• Solid community and professional contacts and reputation in the geographic market
• Proficient with Microsoft applications: Outlook, Word, Excel, and PowerPoint

Spot Coolers Branch Manager Mc Resume Examples & Samples

• Maintain and care for company assets (includes rental fleet, truck, warehouse, etc.)
• Other duties as defined by the Regional Manager
• Commerical and Industry Relations
• Strategic Planning

Branch Manager Trainee / Calgary, Alberta Resume Examples & Samples

• Must have at least 2 years of licensed mutual fund sales experience within the last 3 years
• A minimum of three - five years managing people
• Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder. Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure

Branch Manager Multi Site Resume Examples & Samples

• Ensures that the branch meets all regulatory compliance standards. Follows all operating policies and procedures. Ensures that branch personnel comply with all laws and regulations. Documents and communicates individual compliance performance in annual staff evaluations
• Participates in events that demonstrate support for the community and increase business opportunites for the Bank. Ensures compliance with CRA outreach programs
• Complete knowledge of sales, branch banking and consumer lending

Anticipated Branch Manager Trainee Resume Examples & Samples

• Minimum two years of financial sales management in a Retail Bank is REQUIRED
• Strong probing, communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer and employee issues
• Strong financial management, including profit and loss management, customer and revenue growth, and loss prevention
• Post-high school degree strongly preferred, a BS, BA or foreign equivalent
• Actively participate in all areas of the bank, including teller transactions, new account openings, floor sales, operations and audit functions
• Maintain audit / compliance procedures. Adhere to audit controls to consistently achieve satisfactory audit ratings
• Maintain appropriate controls to protect the bank against fraudulent activity and losses. Ensure all branch personnel are trained in banking policies and procedures, federal and state laws
• Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
• 2-5 years previous Bank Manager experience
• 2-5 years previous lending experience in a financial institution
• Current NMLS registry and/or ability to update registry
• Thorough knowledge of regulatory, policy and compliance
• Demonstrated ability to train, coach, and direct others
• Previous experience in a goal driven environment
• Problem solving and conflict resolution skills
• Must be able to work retail hours including evenings, weekends, and holidays

Asst Branch Manager Havana & Mexico Resume Examples & Samples

• Resolve procedural questions referred by branch employees, interpret company policy, determine reasonableness in deviating from policy to provide equitable service to customers while maintaining a focus on branch profitability. Serve as a resource to bank personnel when dealing with difficult situations and transactions
• High school education or equivalent
• Strong communication and interpersonal skills; strong organizational skills
• Demonstrated ability to supervise, train, coach and motivate others to obtain sales goals
• Drive exceptional service levels within your branch through effective resourcing planning of the teller line and banking hall
• Ensure, at every touch point within the branch, the customer experience is line with Citibank proposition and brand
• Manage and control Operational Risk within your branch. Ensure all regulation, compliance and control procedures adhered to
• Deliver against your lead generation and sale targets set
• Provide coaching and development of your Service Officers
• Managing the sales process

Cbna Rbb Branch Manager Resume Examples & Samples

• Maintain awareness of company policies and procedures
• At least 8 years experience in a banking institution
• Knowledge of banking products and services as well as exposure to investment products and process would be an advantage
• Numerical Reasoning Skills – understanding and analyzing financial information e.g. P&L statements, reports, etc
• Commercial Acumen: Understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
• Should be certified on the following

VP Cluster Branch Manager Resume Examples & Samples

• Very strong sales management, managerial, marketing, sales, planning, financial, leadership, motivational, coaching, sales, project management, cross selling, mathematical, decision making, analytical and communications skills
• Thorough knowledge of the credit approval process, pertinent regulations impacting consumer and commercial banking activities and delivery systems and channels, including market potential
• Thorough understanding of the customer service concept and its importance in developing, maintaining and expanding account relationships
• Ability to provide robust activity management principles, through strong coaching, leadership and sales management skills to drive daily sales activity
• Mutual Fund Registration. Requires completion of
• Depending on Branch needs, the Branch Manager Course or Branch Compliance Officers Course
• Depending on Branch needs, World Selection Portfolio certification (training provided by Asset Management Canada, AMCA)
• Ability to speak & understand French fluently. English language is definitely preferred
• Provides overall management by leading the establishment and achievement of team sales objectives, and related activities to achieve a high standard of customer care, optimal business retention, profitable growth and productivity
• Develops RBC and community relationships to capitalize on business opportunities
• 7 or more years banking experience
• Must have retail banking experience in lending and operations
• Minimum – Bachelor's Degree in Banking or a related field
• MBA/Graduate
• Communication skills and client Management
• Knowlegde of local and global banking regulations , solid knowledge of internal systems, policies and procedures and Banking and Investment products
• Good understanding of risk and market dynamics
• 5+ years progressive supervisory experience in homecare or related field
• Proven understanding of financial processes, P&Ls, budget management and margins
• Strong organizational and analytical skills; ability to balance multiple initiatives and prioritize workload
• This role is part of Humana’s Driver safety program and therefore requires an individual to have a valid state driver’s license and proof of personal vehicle liability insurance with at least 100,000/300,000/100,000 limits
• Requires a Bachelor's in Business Administration, Finance or a related field and 6+ years as a bank branch manager including extensive lending experience or other directly related experience
• A combination of education and experience may meet requirements
• Must have a local active book of business in a commercial bank
• Extensive knowledge of branch management procedures and lending requirements as they relate to moderately complex loans and large branch operations
• Broad application of branch management and lending principles, theories, and concepts in applicable discipline, plus extensive knowledge of other related fields
• Strong problem resolution and communiction skills

Branch Manager / CPC Manager Resume Examples & Samples

• University graduate or above, over 8 years work experience in banking or consumer finance industry, including 3-5 years experience in managing a sizable team
• Strong customer-focused mindset, financial knowledge and experience
• Strong analytical capability, communication capability and presentation skills
• Ensures that the branch sales/service supports the overall corporate objective to provide superior service
• Plans, implements, and manages the operating and capital budgets to maximize branch profitability. Develops and manages an annual branch marketing plan with specific goals
• Directs branch business development through outside calls, in-branch selling, telemarketing, branch campaigns, and targeted direct mailing. Participates in selling Bank products and providing excellent customer service
• Promotes staff development through training, cross-training, and career planning. Trains staff in area of customer service, sales, operations, and Bank products. Ensures that ongoing sales and product service training is provided
• Bachleor’s degree required
• As a Branch Manager you will lead a team of employees byand honest feedback,as well as,appropriately and fairly assessing and rewarding performance
• Develop,recommend and implement branch and individual sales, service and operational effectiveness plans which support the achievement of the area business/market plan
• Recognize and respond to potential business opportunities and deliver the desired customer experience. Develop and maintain a network in the community to enhance the visibility of BMO Bank of Montreal and to build a strong referral source for new potential business
• Keep informed of developing trends in the industry
• Perform other duties as assigned by retail senior management
• Superior communication skills and ability to report back to senior management in a detailed-oriented manner
• Ability to supervise workflow with focus on quality results
• Four (4) year business or finance degree preferred
• Extensive sales experience in the retail mortgage industry
• Must have proven success in managing a team with a minimum production of four million of self-sourced business in a Retail Branch environment
• Mutual Fund Registration is required. Requires completion of
• Ability to speak / understand French fluently is required
• Ability to speak / understand English at a conversational level is required
• RISR registered and lending qualified
• Understands P&C Canada’s technology and processes well, able to multi-task and delegate appropriately
• Possesses intimate knowledge of all aspects of BMO’s branch operations
• Works well with P&C Canada’s partner organizations
• True leader of people – able to attract and retain and guide front line staff to success

Compact Branch Manager Resume Examples & Samples

• Manage the branch with a focus on identifying and addressing client sales and service needs in an integrated and client-led manner, as well as managing branch revenue and expenses
• Demonstrate expert ability to leverage technology to uncover opportunities to deepen client relationships; use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc)
• Energetically greet and interact with clients on the bank floor
• Inspire and create a motivating environment through activity-based coaching and performance development; ensure clients receive excellent service through ongoing coaching and monitoring of staff activities and direct interactions with clients
• Participate on the leadership team within the area/division
• Sales management experience; ability to build highly productive teams
• Ability to manage and develop client relationships
• Able to respond effectively and timely to organizational, business and regulatory changes
• High School Diploma/GED (Bachelor degree preferred)
• Work is complex and requires industry expertise, business acumen, and advanced organizational knowledge
• Work is performed with general authority and individuals primarily achieve results through managers and / or senior professionals
• Requires significant initiative, independent judgment, and critical thinking
• Problem resolution involves creating new processes, setting precedents that support continuous improvement, and the establishment of functional area / branch standards
• Decisions have a direct impact on the functional area and / or branch, other business units, achievement of the short- and long-term strategy, customers and employees
• Manager Level 8
• Cash In: nil
• Cash Out: nil
• Transfer Limit: 250,000,000
• Clearing Limit: 250,000,000
• Officer Approval for Overlimit Account: 250,000,000
• Officer Cr Related Maintenance Approval Limit: 500,000,000
• 7 - 10 years of related work experience
• 4 years of experience leading and managing others
• Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling
• Experience forecasting and budgeting for a functional area
• Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas
• Remote management experience
• In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations
• In-depth understanding of legislation and regulations as they apply to own area
• High School Diploma or 3 years of branch management experience
• 3 years experience in a sales capacity with a demonstrated ability to lead and coach a successful sales team
• General understanding of financial statements and concepts
• Demonstrated understanding of consumer credit including loan to value, debt to income and credit reports
• Demonstrated ability to leverage (COIs) to further promote KeyBank business
• Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking sales professionals
• Demonstrated ability to effectively communicate and possess strong public speaking skills
• Working knowledge of PC (MS Windows and Office Products)
• Ability to work branch hours to include weekends and occasional evenings
• Physical Requirements: Ability to routinely and frequently operate a motor vehicle with a valid driver’s license in order to make outside sales calls
• Managerial experience
• State Insurance License* *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). Note: Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)

Branch Manager Sunter Resume Examples & Samples

• Minimum of 7 years experienced in the financial industry
• Have strong leadership skill and discipline in managing daily activities
• High need of achievement
• Proven track record
• Strong entrepreneurial spirit with proven prospecting skills and success in sales and business development
• Ability to formulate and follow through on a business plan with a focus on the growth of assets under management and client base
• Proven ability to manage and foster client relationship with affluent individuals while providing high quality service

Gcg-branch Manager Resume Examples & Samples

• A tertiary degree from a recognised institute
• At least 8 years of branch/sales/operations experience
• Exposure to working in a financial environment; minimum 5 years at a banking institution
• Sound understanding of local/global operational control standards, and requirements under local regulations
• Sound understanding of banking products (liabilities, assets, and investments)
• Licensing requirements (as applicable locally), e.g., insurance, investment, foreign exchange, etc
• Technical grounding in performance management, discipline and grievance policies, and time management
• Understanding of recruitment selection techniques, coaching, and individual and team development
• Understanding and experience of finance including turnover, profit and loss, budgets, margins, forecasting and targets/KPIs
• Requires a Bachelor's in Business Administration, Finance or a related field and 5+ years as a bank branch manager including extensive lending experience or other directly related experience
• Working knowledge of branch management procedures and lending requirements
• Full use and application of branch management and lending principles, theories, concepts and techniques
• Ability to make sound decisions, build relationships and work with a variety of clients, employees and management
• Solid problem resolution and communiction skills
• Must be an experienced Commercial Lender with an existing portfolio

Professional Branch Manager, Wealth Resume Examples & Samples

• Draw upon expertise and specialists within TD, bring One TD to bear in providing for all of our clients financial needs
• Ensure client needs are fully assessed and that referrals to other areas of TD are made smoothly and effectively
• Oversee / direct the negotiation and resolution of significant customer issues
• Demonstrates strong and current working knowledge of evolving financial product landscape
• Possess excellent communication skills
• Ability to work in fast-paced, dynamic environment
• Manager Level 2
• Cash In: 5,000,000
• Cash Out: 5,000,000
• Officer Approval for Overlimit Account: 5,000,000
• Officer Cr Related Maintenance Approval Limit: 5,000,000
• Manager Level 7 may be required when
• They have commercial facilities with controlling limits in excess of $ 5MM or they service other Branch Commercial clients with controlling limits greater than $5MM

Country & Branch Manager Resume Examples & Samples

• Provides overall leadership and management of the branch, team sales objectives, and related activities
• Achieves a high standard of customer care, optimal business retention, profitable growth and productivity
• Ensures high credit quality and full compliance to the bank’s lending guidelines
• Provides ongoing coaching and development of staff, ensuring a high level of employee commitment and capability through focused management routines
• Balances the rewards of meeting business objectives with the risk of loss to the customer, employee and shareholder
• Ensures effective corporate governance oversight by adherence to all the bank’s policies and producers
• 10 or more years banking experience
• Previous experience as a Lending Officer is mandatory
• Strong Leadership & Coaching
• In-depth Credit knowledge of Personal and Business lending
• Problem Account Management
• Bank Operations, Policies & Procedures
• Negotiating/Selling Skills
• Relationship building & People Skills
• Effectively Manage Risk
• Microsoft Office Proficiency
• Provide assistance in managing all functions within the branch through effective communication and implementation of new/revised policies, procedures, and products/services
• Provides leadership to impact and enhance the positive image of bank in the community
• Two to four years prior branch supervisory or team lead experience in a credit union or banking environment
• PStrong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• Exercises good judgment, excellent communication and people skills
• Good judgment with the ability to make timely and sound decisions
• As a Branch Manager you will lead a team of employees by setting context and establishing prescribed limits to ensure
• Apply the Bank’s performance management system by providing open and honest feedback, as well as, appropriately
• Monitor the completion of Operational Effectiveness requirements outlined in Policy and Procedures and other
• University graduate with 6-8 years banking/finance experience in retail banking field
• Have the potential to lead, manage and motivate people
• Have the ability to envision, articulate and act in alignment with the bank's strategic direction
• Have demonstrated technical and professional skills in general banking/ investment/ insurance/ customer service/ operation/ compliance areas
• Have consistently strong performance record
• HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
• Drive Sales, income, service and productivity within the branch
• Lead and develope the staff
• Review and monitor regulatory and compliance
• Oversee the day to day running of the branch
• Ensure optimum and efficient resourcing plans are in place
• Lead and manager change within the branch

Branch Manager Ottawa Resume Examples & Samples

• 3 to 5 years of experience in the Banking field
• A minimum of 5 years’ experience in a management role, managing a team to achieve successful results
• Excellent coaching skills with successful experience developing and mentoring a team of employees and assisting them with their career progression
• Effective sales management and leadership skills are essential, along with the ability to influence and motivate others
• Detailed knowledge of the local market area, including the customer segments and the branch’s competitive positioning within the market area
• Thorough understanding of Retail and Small Business products and services is required
• Sales Staff and ABM Management and Coaching (40%)
• Schedule Financial Services Managers to meet customer demand and branch hours
• Observe Financial Services Managers and ABM performance through scorecards and side-by-sides
• Evaluate Financial Services Managers and ABM performance on key evaluative and diagnostic metrics
• Provide regular feedback to Financial Services Managers and ABM through Coaching for Performance program
• Ensure mentoring and coordination meetings are happening between relevant branch staff and partners: Financial Services Managers – Customer Service Representatives, Financial Services Managers – Branch Partners, Branch Partners – Customer Service Representatives,
• Ensure Financial Services Managers complete required training within acceptable timeframe; ensure ABM is moving CSRs and FSCs through training appropriately
• Act as key point of contact for ongoing recruitment, performance management and career development activities relating to ABM and Financial Services Managers

Branch Manager, Branchville Resume Examples & Samples

• High school diploma or equivalent
• Experience verbal and written communication skills
• Five years financial service and sales experience in a retail branch environment with two years direct supervisory experience
• Monitoring of Sales Metrics – MIS, Mathematics of Retail, Budgets, Activities, Call Reports, Weekly management reports, etc
• Administrative issues of the branch, including escalation of operational issues, etc
• Graduate/ Post Graduate
• Occasional responsibility of externally hired sales force
• University graduate with 6-8 years’ banking/finance experience in retail banking field
• Potential to lead, manage and motivate people
• Ability to envision, articulate and act in alignment with the bank's strategic direction
• Demonstrated technical and professional skills in general banking/ investment/ insurance/ customer service/ operation/ compliance areas
• Consistently strong performance record
• Develops and maintains client relationships to grow base business and improve retention of account base. Accountable for business reviews and key interaction with key clients within local market. Leverages the Business Development Manager and General Manager/District Manager where applicable to manage client visitation schedules for optimal sales and service performance
• Associates or Technical two year degree required. Bachelor’s degree preferred
• Requires critical and high-level business contacts leading difficult negotiations that impact the business. Solves unique and complex problems that have a broad impact on the Market Center business in both the short and long term. Ability to communicate at high efficiency and effectiveness with clients, vendors, internal leadership and operations staff. Ability to respond quickly to changing demands
• At least 7 years of relevant experience with a Bachelor’s degree, 10 years of relevant experience with an Associates/Technical Degree. Key experience in the following categories is an asset: customer service leadership and negotiations, foodservice or route sales operations, training and development of supervisory level direct reports as well as front line personnel
• Client interaction, communication, organization/time management, multi-tasking and computer skills are critical to the success of this role. The ability to work efficiently and independently is important as well

Digital Branch Manager Resume Examples & Samples

• Proactively identify and execute against opportunities to address client sales and service needs; appropriately converting service into sales
• Lead and coach staff regarding Smart Banking sales processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective use of Smart banking technologies
• Resolve complex client issues or needs; connect with relevant specialists and/or senior leaders as needed
• Required to approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients. May require standing 60-70% of the work day
• Digitally-savvy
• Desire to win, results-oriented, strong work ethic; Optimistic, can-do attitude

Branch Manager, Miami West Resume Examples & Samples

• Experience with client service and relationship skill building; proactive sales skills and ability to meet service and sales goals
• Two years of college with focus on business, finance or accounting
• Knowledge of branch operations, policies and procedures
• Time away from work – vacations and holidays

Branch Manager, Bethesda Branch Resume Examples & Samples

• Four and a half years retail sales experience in a consumer or small business environment with two years leadership/coaching experience or four and a half years financial service and sales experience with at least two years previous experience in a leadership/coaching role
• Combined experience as a Teller Lead/Coordinator or Financial Service Representative or Assistant Branch Manager or Branch Manager at SunTrust Bank or comparable financial institution
• Holds insurance licenses (Life, Health and/or Variable Products) and/or holds FINRA Series 6 and 63 registrations; has maintained continuing education coursework to keep licenses and/or registrations in good standing
• Retirement Plan – 401k with matching

Branch Manager Kissimmee West Resume Examples & Samples

• Three years retail sales experience in a consumer or small business environment with 18 months leadership/coaching experience or three years financial service and sales experience with at least 18 months previous experience in a leadership/coaching role
• Ability to respond in a professional manner with a high level of service quality
• Four years financial service and sales experience in a retail branch environment with one year direct supervisory experience including the mentoring/coaching of staff

Ecosystem Branch Manager Resume Examples & Samples

• Drive consumer and small business sales results through own sales activities and those of the team in order to achieve sales goals
• Ensure compliance with Citibank policies, standards and procedures to ensure the security of both the bank and client assets
• Strong client service orientation; Understanding of customer service metrics and execution
• Understanding of and ability to effectively coach team on Smart Banking (combined sales & service orientation with technology enablement)
• Demonstrated success in collaborating with partners across all business lines
• Strong business knowledge in all facets of managing a sales operation, e.g. financials, scorecard, controls, products, business planning
• Knowledge of and commitment to Compliance / Regulatory requirements
• Minimum 5 years relevant experience (preferably banking or retail); strong understanding of banking industry and operations
• NMLS registration; Safe Act compliant

Service Branch Manager Resume Examples & Samples

• Demonstrated skill of people development
• Advanced proficiency in branch operations and teller functionality
• Knowledge of banking products, systems, policies/procedures and regulations
• Ability to balance compliance and audit concerns with customer experience expectations
• Proven customer experience skills
• Proven organizational and time management skills
• Proven sales management abilities
• Ability to build relationships and inspire trust across the organization
• Ability to present and convey information that influences and calls individuals to action
• Proficient math, accounting, debit and credit skills
• Ability to operate general office equipment
• Demonstrates good work habits, attendance and follows policies and procedures
• Experience Leading and building teams
• Proven skills in building collaboration across various departments or teams
• Strong understanding of banking regulations and impact on customer experience
• Confirmed and exercised competency ratings at above expectations, may require panel review
• Executing on joint goals and strategizing with all LOB partners (Internal Partnering, Strategic Orientation, Organizational Awareness, Impact and Influence)
• Detailed documented and confirmed outcomes for Developing Others (Developing Others, Holding People Accountable)
• Proven consultative and solutions based sales abilities
• Ability to build relationships with clients
• Leading sales development programs with associate resulting in measurable outcomes (Achievement Orientation, Strategic Orientation, Customer Orientation, Impact and Influence)
• Creates and executes strategy or SWOT plans for branch market including monitoring the external environment (Strategic Orientation)
• SBB skills in the form of production and analyzing deals for

Producing Branch Manager PWM Resume Examples & Samples

• Maintains and manages established book of business
• Provides the best financial advice and service in a way that builds and sustains strong client relationships
• Successfully anticipates clients’ emerging needs and delivers customized and effective service
• Continues to build a client base of high net worth households by prospecting and developing new client relationships
• Growing the Business
• Inspires and guides Financial Advisors towards business goals and achievements
• Serves as a coach/mentor for the Financial Advisors in their branch through individual support and leadership development
• Provides direction and leverages resources via PWM Business Development Consultants, Products & Services Department, other Baird Business Units and the Firm’s strategic partners
• Works in conjunction with Regional Director to drive revenue growth and profitability of the branch
• Helps to set the annual revenue and growth objectives
• Helps extend the reach of Baird’s brand locally
• Recruitment of quality Financial Advisors
• Continually develops recruiting pipeline for veteran Financial Advisors in the marketplace and can demonstrate the ability to “close the deal” with qualified recruits
• Sources Non Veteran and Trainee candidates to fill “Next Generation” opportunities within teams
• Responsible for all aspects of Retention
• Works to retain valued Financial Advisors by dedicating time and energy to their professional growth and development
• Maintains a positive, productive work environment for all associates within the branch (i.e. Financial Advisors and Support Staff)
• Responsive to associate needs, inspires trust, is an advocate and builds a sense of team
• Encourages and supports professional development
• Understands the dynamics of the Branch, identifies opportunities to form new Financial Advisor teams and recognizes gaps in current teams
• Works with the Regional Director to assist Financial Advisors in their Succession Planning
• Exhibits Strong Business Acumen
• Responsible for all day-to-day branch operations and administrative issues
• Accountable for compliance and legal issues. Alerts Regional Director of serious issues in the branch
• Works with Senior Supervision Officer on maintaining a clean compliance record for the branch
• Works with Human Capital regarding associate relations situations
• Engages in the performance management process to help the sales support staff to reach his/her full potential
• Works with Regional Director on appropriate sales support levels
• Works with Regional Director and Facilities on real estate matters
• Contributes beyond the Branch
• Ensures that Baird is prominent in the community
• Acts as the local “Face of Baird” and is engaged in the marketplace
• Encourages and is active in Baird’s community outreach and diversity initiatives
• Participates in networking activities
• Is proactively involved in corporate initiatives
• Bachelor’s degree required. Plus 5+ years of industry experience. Proven track record as a high producing Financial Advisor
• Must hold series 7 and 66, 9, 10, Life, Health and Variable Annuity Insurance Licenses
• Proficiency in dealing with legal and compliance issues. Ability to stand firm on matters of ethics or compliance
• Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities. Can embrace and lead change
• Is able to source, build and develop talent. Understands and demonstrates the importance of recognition and retention
• Demonstrates self-management abilities

Branch Manager PWM Resume Examples & Samples

• Serves as a coach /mentor for the Financial Advisors in their branch through individual support and leadership development. Inspires and guides Financial Advisors towards business goals and achievements. Work to retain valued Financial Advisors by dedicating time and energy to their professional growth and development Ensures Financial Advisors address client relationship needs, offers valued added product knowledge and understands time management. Celebrates achievements and milestones
• Works in conjunction with Regional Director to drive revenue growth and profitability of the branch. Helps to set the annual revenue and growth objectives. Takes appropriate actions to share sales opportunities to grow revenues
• Grows business by recruiting quality Financial Advisors. Continually develops recruiting pipeline for Financial Advisors in the marketplace ensuring procedures are being followed, and can demonstrate the ability to “close the deal” with qualified recruits. With the Regional Director, coordinates all financial offers to recruits (Veteran and Non Veteran)
• Identifies opportunities to form new Financial Advisor teams and recognizes gaps in current teams. Understands the dynamics of the branch and works with the Regional Director to form successful teams
• Ensures that Baird is prominent in the community. Acts as the “Face of Baird” in the local community. Participates in networking activities
• Responsible for all aspects of retention. Maintains a positive, productive work environment for all associates within the branch (i.e. Financial Advisors and Support Staff)
• Responsible for all day-to-day branch operations and administrative issues. Responsible for compliance and legal issues. Alerts Regional Director of serious issues in the branch. Works with Human Capital regarding associate relations situations. Engages in the performance management process to help the sales support staff to reach his/her full potential. Works with Regional Director on appropriate sales support levels. Works with Regional Director and Facilities on real estate matters
• Bachelor’s degree required. Plus 7+ years of industry experience. Proven track record as a successful Financial Advisor
• Must hold series 7, 63, 65, 9, 10, and 24 licenses
• Strong communication skills with the ability to ask probing questions and respond in a manner that is consistent, clear, and candid
• Must be one who drives for results and is goal oriented. Able to motivate a sales force
• Possesses strong strategic management skills. Ability to articulate a credible picture and vision of possibilities
• Is able to build and develop talent. Understands and demonstrates the importance of recognition and retention

Branch Manager Ludhiana Resume Examples & Samples

• Running the Distributor relationships in the territory across all Distribution Channels
• Experience – 4 to 8 years in the Wealth Management /AMC industry
• Should be fluent in English and Hindi. Fluency in Punjabi would be an added advantage
• Any Financial Advisory linked Qualification – CFP, CFA
• Self starter, self motivated and should be a go-getter

Branch Manager, Karratha WA Resume Examples & Samples

• Managing/leading a team of staff
• A sound understanding of lending products, services and procedures
• Proficiency in operating of CAP and DART system

Floating Branch Manager Resume Examples & Samples

• Accommodating to sudden change as well as able to produce new solutions to problems
• Works cooperatively with management to effectively communicate and implement performance standards and service objectives
• Assist Branch Manager in developing a staff capable of meeting current and future operating needs through effective selection, assessment, training, branch
• Acts as a resource to answer difficult questions and to solve escalated service issues for
• Members and staff
• May be required to participate in committees to respond to or fix concerns for the betterment of the member experience
• Assists members as needed
• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent
• Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
• PC proficiency and excellent organizational skillsStrong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• Proven ability and leadership to handle multiple projects and meet deadlines
• Demonstrated proficiency in supervising and motivating subordinate
• Ability to travel to other branches as needed

Tokyo Branch Manager Resume Examples & Samples

• Management of Tokyo Office
• Overall Responsibility of Corporate Banking business in Japan
• Minimum 10 year experience with Bank based in Japan
• Track record in Management
• Native level fluency in written and spoken Japanese and Business level English
• Business level fluency in written and spoken Chinese

Branch Manager, Wood Gundy Resume Examples & Samples

• Successful track record of investment sales within the brokerage industry, including in-depth knowledge of products
• Previous people management experience is an asset
• Proven ability to communicate effectively with Investment Advisors, investors and other key contacts about roles of quantitative and performance analysis, awareness of markets and industry issues, financial planning and other pertinent topics
• Ability to identify business opportunities and implement successful strategies. Requires awareness of business issues, processes, and outcomes as they impact CIBC Wood Gundy and our clients
• Advanced leadership and relationship management skills sufficient to lead, motivate and influence diverse teams or individuals and to effectively implement change, develop synergies and increase profitability of the business
• Advanced accreditation required specifically to ensure registration as a Supervisor
• Ability to achieve results within a matrix environment involving specialists with different skills, knowledge and orientations
• Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving interpretations and opinion
• Ability to handle high levels of complexity and ambiguity. Proven problem solving approach and capability to develop unique approaches and solutions necessary to resolve complex problems and make recommendations to executives
• Well developed writing skills sufficient to prepare interpretive, analytical materials with advanced presentation skills to convey information and ideas

Scotiamcleod Senior Branch Manager Resume Examples & Samples

• Evaluating and reviewing compliance and regulatory changes and potential impact
• Identifying gaps in the existing compliance process and participating in the development, maintenance and implementation of changes to the firm’s compliance policies and procedures
• Ensure compliance with corporate policies and industry regulatory bodies by
• Performing Tier 1 Supervision of Investment Advisors
• Coordinating and monitoring licensing, compliance, administration and new advisor registration
• Reviewing daily and monthly trade blotters
• Approving KYC updates and new accounts
• Ensuring compliance policies and procedures are followed and put into practice
• Reviewing and following up on all head office corporate audits to ensure compliance and attention to deficiencies
• Developing and providing regular reporting to key stakeholders and Retail Compliance
• Acting as the liaison for the business as it may pertain to internal and / or external audits
• Reporting the discovery of irregular activity, the receipt of complaints alleging serious misconduct, the commencement of legal action and all material dealings with any Regulator to Retail Compliance and the Director, National Branch Management
• Working in partnership with the business line and Retail Compliance to ensure that issues are
• Manage the special and restricted accounts and oversee day to day execution of National Branch strategy
• Resolving and responding to problems that arise on a daily basis in a timely manner
• Monitor and supervise reductions of special status and restricted account lists
• Lead National Branch team to deliver on business targets by
• Work with Director, National Branch, to establish both sales and non-sales targets and coaching the team to either meet or exceed those targets
• Identifying and acting on opportunities to improve branch process to increase productivity, improve client experience, reduce cost and mitigate risk
• Ensuring that the process and policy manual is updated or incorporates improvements as necessary
• Work with Director, National Branch in the development of National Branch sales strategies and related special projects
• 5+ years of experience in a securities environment
• Thorough, current knowledge of Industry Regulations and best practices guidelines
• Thorough understanding of the firms’ compliance policies and procedures
• Intimate knowledge of the retail securities and compliance business
• Highly motivated self-starter, strong initiative, results-oriented
• Strong relationship building skills
• Ability to recognize and manage sensitive and confidential information
• Fluency in French is an asset

Sequim Ymca Branch Manager Resume Examples & Samples

• Board & Financial Development- Drive all fund raising and financial development initiatives in the community
• Directs the Annual Campaign to fund the mission related work of the branch
• Community engagement- Enhance the Y’s participation in the community and recruit committed volunteers. Recruits, maintains and engages a productive Board of Advisors
• Staff Development- Direct responsibility and supervision for a branch staff team. Direct reports include; Aquatics Coordinator, Membership Coordinator, Health & Well Being Coordinator and Facilities Coordinator
• Develops, manages, and monitors the branch operating budget and meet or exceeds budget targets
• Directs branch strategic planning efforts and develops the annual operating plan of the branch
• Works with branch staff on a timely basis to correct financial deficiencies
• Participates in the monthly Executive meetings and disseminates information discussed to branch staff
• Provides solutions for Branch specific and/or Association-wide challenges
• Develops and directs high quality relationship-based member engagement strategies. Models relationship-building skills (including Listen First) in all interactions with staff, volunteers, members, and the community
• Fosters a climate of innovation to develop member-focused programs which support the Y mission, goals, and strategies
• Ensures the safety and maintenance of high quality facilities, grounds, and equipment
• Directs branch marketing and communication efforts to effectively communicate benefit to the community
• Serves as a member of Y management and supports the overall objectives of the YMCA
• Annual Campaign targets are accomplished
• A high functioning and committed Board of Advisors
• Operating models are in place and consistently implemented for

Citifinancial Branch Manager Resume Examples & Samples

• 1-2 years of directly related sales experience preferred
• Effective communication skills that demonstrate the ability to work directly with people in a customer service capacity
• Familiarity with PC-like hardware/software, including use of PC keyboard and mouse
• Basic knowledge of accounting is helpful

Branch Manager, Hurstville Sydney NSW Resume Examples & Samples

• Effective management of sales targets in a team environment
• Experience in coaching and mentoring staff members
• You are career driven and strive for success

Instore Asst Branch Manager Resume Examples & Samples

• Two years retail sales experience or 18 months financial sales and service experience (such as an In-Store Financial Services Representative or Personal Banker at SunTrust or a comparable position at another financial institution)
• Demonstrated consistency in meeting sales goals
• Two years experience in a client service and/or financial sales role with previous managerial responsibilities, Previous experience as a Teller and, Personal Banker/In-store Financial Services Representative at SunTrust Bank or comparable roles at another financial institution
• Demonstrated ability to interact confidently with clients and ability to identify evaluate and resolve client financial needs

Sub-branch Manager Resume Examples & Samples

• Bachelor Degree with min. 5-6 years working experience. 3 years working experience in banking, sales and client service environment is preferred
• In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology
• Goal oriented and able to work under pressure
• Good service attitude and strong sales-driven
• Good interpersonal, communication and telesales skills
• Comprehensive knowledge of compliance and security policies and procedures
• Knowledge on financial market and economic trend

Jefferson County Branch Manager Resume Examples & Samples

• CPR & First Aid certification within 30 days of hire
• Pass a Washington State background check
• Ability to relate well to children and adults in all circumstances
• Attends staff meetings and trainings as required and completes all on-line trainings which include child abuse prevention training within 30 days of hire
• Upholds YMCA policies for safety, supervision, mandated reporting and risk management. Adheres to policies related to boundaries with youths

Branch Manager Vancouver Resume Examples & Samples

• Tier 1 Compliance Supervision
• Sales revenues, assets and new accounts growth
• Advisor support
• Train and educate advisors regarding policies and procedures

PCD Branch Manager Resume Examples & Samples

• Able to role model client service expectations
• Able to effectively communicate and implement ongoing changes
• Canadian Securities Course and RISR registered
• Branch Manager license
• Successful Completion of CSC and CPH and RISK registered
• Minimum of 7 – 15 years of relevant professional experience
• Must have all the same Proficiencies as those they are to Supervise such as Derivatives Fundamentals Course / Options Licensing & Options Supervision

Branch Manager Kanak Resume Examples & Samples

• To act as a local interface with government, regulatory and other civic bodies, to represent the best interest of the franchise
• Coach, counsel and engage with all branch employees at appropriate intervals to enhance their efficiency and manage attrition
• Engage with selective customers with the objective of providing a senior interface and a promise to deliver to the best of our abilities
• Seek suggestions/innovative ideas from team members for any enhancements in processes and any changes in product/service deliveries. Implement those suggestions/ideas which can be handled at the branch level and share information about the rest with the concerned department
• Carry out daily huddles with the branch team to communicate franchise related information, business specific information, review financials and seek feedback on any concerns, issues or support required by the team
• Ensure team synergy and effectiveness and address any conflicts arising out of day to day functioning of the branch
• Experience in wealth management - including Insurance, Investments and Forex/Trade and commercial products
• Prior experience in banking set-up required roles in Services/Ops as well as Sales
• Awareness about banking regulations/product regulations around insurance/investments, etc
• Relationship management - especially HNW/HNI segment
• Experience in Team handling for at least 2 years
• Experience in banking operations/service preferred

Home Lending Branch Manager Resume Examples & Samples

• Supervise residential loan production efforts of an assigned office or area, including aspects of loan administration and administrative support, to meet production goals
• Responsible for managing revenue and expenses to ensure monthly and annual profitability goals are met. Manage branch pipeline through review and analysis of office production reports. Monitor and address branch compliance
• Monitor quality of work completed to ensure Bank customer service standards are met and adherence to regulations and Bank policies and procedures
• Responsible for compliance with all Federal, State and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal as defined by the Bank
• Responsible for personal production and selection, development and performance of production and support staff. Manage performance on key Bank initiatives, including cross-selling and customer service surveys. Coach, mentor, and train others; teach coursework as subject matter expert. Ensure staff is up to date on required training
• Responsible for performance of solicitation and origination of all types of single-family loans, including calling on trade, taking applications, reviewing credit, and following through on closing. Attend community and real estate lending related events and establishes partnerships
• Partner with support and operations management to resolve issues and ensure overall operational efficiencies
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
• 8+ employees
• Registered Mortgage Loan Originator (MLO) required
• 10 years of residential mortgage experience, including products and services, operational flow, and regulatory compliance
• 3-5 years of management/leadership experience, with demonstrated ability to manage and develop others
• Strong knowledge of mortgage lending and underwriting
• Advanced knowledge of mortgage lending regulations, policies, procedures, practices and documentation
• Strong sales skills including business development
• Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
• Extensive understanding of residential mortgage lending, mortgage product knowledge (including conventional, FHA, VA, non-confirming, Jumbo, RO, Portfolio, and state loan programs), and quality control
• Intermediate written and verbal communication skills with ability to regularly interact with employees at all levels including senior or executive management. Ability to train and present to small groups and large audiences
• Possess strong analytical and problem solving skills, as well as planning and organization skills, with the ability to change course (adapt) at a moment’s notice
• Proficient personal computer skills and related software packages
• Must be registered as a MLO as per the S.A.F.E. Act requirements

VP & Branch Manager Resume Examples & Samples

• Minimum 15+ years of solid commercial and real estate lending (including real estate project financing) complemented by excellent knowledge of retail banking, with wealth management experience preferred
• Prior full service Branch Manager experience is preferred
• Solid understanding of bank lending policies and guidelines, including an in-depth knowledge of relevant financial service products and services
• Proven experience building inclusive, high-performing work environments, while guiding and developing teams and leaders
• Strong marketing and client focused skills with a proven track record at finding and closing new opportunities for the CWB Group
• Demonstrated ability to work independently and in a collaborative team setting across peer groups and a wide range of internal stakeholders
• Decisive and focused with the ability to challenge the status quo. Understands what needs to be done and moves quickly to that end
• Superior communication, presentation and influencing skills
• Knowledge of Corporate lending including syndications and Equipment Financing and Leasing considered an asset
• Willingness and ability to represent the Bank at business or community associations to help profile the CWB Group
• Responsible for the overall management of the Branch
• Lead the development and execution of the annual strategic and balanced scorecard business plan promoting sound growth and profitability in all areas of business in the branch
• Enhance current relationships with CWB Group clients and lead the efforts to attract new clients
• Ensure we have knowledgeable, courteous and time-efficient delivery of CWB Group’s products and services evident at all levels of branch operations
• Enable a high performance branch environment through effective resourcing, appropriate delegation of responsibilities, leadership development, staff training, succession planning, and timely and effective coaching and performance management
• Facilitate the development of an open, energized, and accountable workplace that embodies the CWB culture and values. Ensure all staff are motivated, guided and developed in a manner that helps them fully contribute to the company’s mission, vision, goals and objectives
• Build on the ongoing transformation of branch operations. Ensure the team is structured effectively to meet strategic goals
• Lead the implementation of the Bank's Being Crucial sales strategy by proactively helping clients to achieve their financial goals
• Build the profile of the CWB Group in the Calgary area through proactive representation and relationship building with relevant community and business associations
• Add value to the Bank’s Senior Management team and develop future leaders within the CWB Group

Branch Manager Nmls Resume Examples & Samples

• Two or more years of experience in sales, retail or banking environment, including sales management, customer experience and relationship management
• Thorough knowledge of teller and platform functions
• Effective leadership, interpersonal and negotiation skills

Branch Manager, VP Resume Examples & Samples

• Your all-encompassing brokerage and mutual fund knowledge and expertise in financial planning
• An impressive ability to manage multiple conflicting priorities
• Your passion for coaching and developing sales associates
• Precise oversight and supervision of operational activities, including risk and compliance adherence
• Your sound judgment and decision-making skills
• Day to Day Tier One Supervision (MFDA and IIROC)
• Key day-to-day contact for Advisors and Branch Managers under their supervision regarding compliance related matters by informing, clarifying and explaining Dealer policy and other regulatory requirements
• Client focus and customer service skills with the ability to build positive relationships between client/company, and represent Manulife’s best interests
• Commitment to achieving high levels of service excellence and ability to work independently or within a team and with direction
• Excellent communications skills (verbal and written-report writing)
• Analytical and problem solving skills being able to influence decisions or change through negotiation with a focus on prevention of future re-occurrence
• Knowledge of both IIROC and MFDA regulations, business policies and concepts
• Organizational/prioritization skills to be able to work in a multitasking environment
• Strong Attention to detail
• Post-secondary education with industry certification is preferred or equivalent work experience
• Ability to quickly understand business processes and their risk implications, analyze complex situations, reach appropriate conclusions and make practical recommendations
• Fully proficient knowledge of our business products, policies, procedures, systems and concepts
• Experience in a financial services firm
• Negotiation/conflict resolution skills
• Proven relationship skills with an ability to deal effectively with staff at all levels
• Act as subject matter expert
• Creative/innovative thinking within the regulatory requirements, in the provision of solutions for our clients
• Leadership skills/experience/competency
• Must qualify to be registered with both MFDA and IIROC
• Must have completed the Canadian Securities Course, CSI Conducts and Practices Handbook, CSI Branch Manager’s Course, Effective Management Seminar, CSI Wealth Management Essentials, CSI ETF Course
• Certified Financial Planner (CFP) designation preferred
• Experience as an advisor or experience working in an advisor’s office preferred
• Minimum of five years’ experience as a salesperson, trading partner, director, officer or compliance officer registered under the applicable securities legislation or have a minimum of two years of equivalent experience to become registered as a Branch Manager

HL Direct Lending Branch Manager Resume Examples & Samples

• Manages and coaches at least five Direct Lending loan officers to achieve required performance levels by establishing a production oriented sales team in a local market
• Ensures quality of work completed by loan officers meets Banks customer service standards, adheres to Federal and State guidelines and regulations, and company’s policies and procedures
• Manages loan officer’s performance on key bank initiatives including cross selling, ROQ, and customer service surveys. Responsible for selection and hiring, training and development, and performance management for all loan officers
• Sells the advantages of the company and various loan products
• Calls on trade, takes applications, reviews credit, negotiates rates within company guidelines and follows through on closing
• Creates a business approach to enable achievement of volume objectives through management of Loan Officers
• Provides guidance and coaching in loan production and financing
• Develops and controls production budgets and marketing plans monthly for assigned Loan Officers
• Reviews the quality and type of loan applications
• Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act, the Truth in Lending Act (TILA), their implementing regulations (Regulations G and Z), and SAFE Act registration and renewal rules as defined by the bank
• 5+ years of residential mortgage experience, including products and services, operational flow, and regulatory compliance
• 1-3 years of management/leadership experience, with demonstrated ability to manage and develop others
• Prior experience managing a team preferred
• Strong management and recruiting skills
• Proven sales and marketing success, with track record of success in developing new clients and business through prospecting, sourcing and networking
• Advanced experience in relationship management, business development, and sales skills
• Proficiency with personal computers and related software packages such as Word and Excel

Branch Manager, Stratford Resume Examples & Samples

• Be the main ambassador for the brand
• Use your knowledge of fashion and leadership skills to create a fantastic shopping experience for our customers
• Motivate your team to deliver the ultimate customer experience through ensuring the store is commercial and looks visually captivating at all times
• Deliver excellent sales and KPI results by making the right commercial decisions in store through the support of your management and sales team
• Be accountable for all aspects of the store and staff

Response Branch Manager Resume Examples & Samples

• Applicant must have knowledge of State and Federal laws, rules, regulations and standards relating to emergency management
• Principles and practices of administration, with special reference to organization, fiscal management, strategic planning, control, leadership and supervision, and personnel management and administration
• Effective methods of organization and planning
• State government processes including legislative and administrative processes
• Familiarity with the principles of emergency management, emergency management planning, exercise and training requirements and protocols, and the current nationwide trends
• Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
• Business and management principles involved in strategic planning, resource allocation, procedures for leadership technique, production methods, personnel information systems, and coordination of people and resources
• Principles and processes for providing customer and personal services; customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
• Administrative and clerical procedures and systems such as word processing, managing files and preparing reports
• Grant concepts, spreadsheets, practices and procedures, report writing, emergency management and grant terminology
• Effective communication, both in speaking and writing as appropriate for the needs of the audience
• Understanding written sentences and paragraphs in work related documents
• Active listening and critical thinking, using logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Establishing and maintaining effective interpersonal relationships, including dealing professionally with subject matter experts and political figures
• Anticipating changing customers’ needs and adapting
• Anticipating and pro-actively responding to stakeholder concerns, using diplomacy and persuasiveness to present program concepts, effective solutions and plans in a comprehensive oral and written format
• Leadership that will result in the accomplishment of work products and completed objectives
• Functioning as a team member with interpersonal relations skills; facilitate and encourage communication between team members
• Proficient use of computers, software (Microsoft Word, Power Point, Excel) and graphics (PDF)
• Deal in a positive manner with inter-governmental relationships among local, state, tribal, federal and private agencies involved in emergency management
• Conduct analysis and evaluation of program quality and effectiveness, capable of future thinking and planning
• Conduct policy development, decision making and direction of work activities
• Develop and present instructional programs to political figureheads, emergency management personnel, state/tribal/county/local agencies, volunteer organizations and first responders
• Combine pieces of information to form general rules or conclusions, and to make informed decisions to solve problems
• Listen to and understand information and ideas presented through spoken words and sentences
• Communicate information and ideas in speaking so others will understand
• Read and understand information and ideas presented in writing
• Establish goals and expectations and manage time effectively
• Anticipate changing priorities and pro-actively prepare adjustments to schedules; anticipate needs during absences, and ensure work responsibilities and commitments will be met
• Establish and maintain effective relationships; analyze situations accurately and take appropriate action
• Interact with diverse audiences and be a team member
• Coordinate and facilitate activities

Branch Manager Mississauga Resume Examples & Samples

• Drive initiatives and direct sales force activities to generate sales and profits and improve performance at or above company standards. Conduct field sales training with employees
• In partnership with the human resources function and line management determine staffing requirements, interview, hire, develop, train, and manage employees, and oversee the human resources processes and programs at the branch level
• Ensure all branch employees are properly trained and licensed in accordance with the internal and external requirements. Coach and mentor staff to ensure readiness to level progression. Review and authorize all branch personnel changes as deemed appropriate. Manage all employee performance reviews and ensure they’re completed in a timely manner
• Facilitate the implementation of the new operations model by working closely with all stakeholders and by acting as an advocate of this change through ongoing support and proactive intervention with the staff
• Promote and foster a high performance culture and good employee relations through collaboration with cross functions and sound change management practices
• Provide a high level of focus on quality to ensure customer satisfaction while delivering great customer service. Actively resolve customer problems and ensure disconnect rate is maintained at the lowest level possible
• Consult with the sales staff on all sales and growth activities and opportunities that will positively affect branch sales and recommend local growth activities and opportunities
• Establish and manage a successful working partnership with all Builder and Inspection companies
• Maintain ongoing contact with all relevant local public service agencies including, but not limited to, crime prevention and local crime prevention associations and establish rapport with the local community to promote a positive company image
• Deliver on company, branch and functional KPIs
• A minimum of eight (8) years relevant experience. A combination of operations/general management experience (including financial P & L accountability, recruiting, and training and development, etc) and sales/customer service responsibilities
• Knowledge of business and management principles involved in strategic planning, resource allocation
• Demonstrated budgeting experience and ability to interpret financial results
• Must be flexible and possess independent thinking and sound judgment and decision making and excellent time management, project management, organizational, and strong leadership skills
• Ability to perform cross-departmental functions in an evolving matrix organization
• Must be a self motivated individual with strong analytical and problem solving skills. Self-driven, teaming, positive and dynamic approach to challenges
• Proficiency with MS Office Suite of products

Assistante Branch Manager Resume Examples & Samples

• RISR registered and lending qualified Branch Compliance Officer (BCO) qualified
• Brilliant at the Basics -Excellent customer service aptitude, Strong management, leadership and coaching capabilities
• ABM coordinates closely with Branch Manager to ensure smooth day-to-day operations across sales and service teamsManages and coaches CSR and FSC staff in the branch; ensures quality collaboration with Financial Advisors and other Branch Partners Works with HR, Hewitt and the HRC for ongoing recruitment, performance management and career development activities relating to CSRs and FSCs
• Possesses intimate knowledge of all aspects of PandC Canadas branch operations

Branch Manager, Optumrx Resume Examples & Samples

• Responsible for and overseeing the delivery of care to all patients served by branch
• Represents the organization with all referral sources, physicians, and the community on an as-needed basis in conjunction with other internal clinical and Sales resources
• Communicates as needed with appropriate Corporate leadership concerning new developments and / or problems within the local branch and / or market
• Directly manages clinical & operational functions to ensure smooth daily operations and continuous improvement in patient care (including direct patient care as a clinician, where appropriate)
• Creates, manages, coordinates and executes all operational strategies and implements tactical plans for the branch that meet and exceed company expectations
• Oversee reporting and monitoring of branch performance metrics
• 5+ years of management operations experience
• University degree or equivalent experience
• Solid working knowledge of pharmacy, nursing, budgeting, sales, business development, and strategic planning in healthcare
• A track record of performance excellence meeting targets and objectives
• The ability to articulate a vision and strategy in a way that inspires and motivates a team and focuses their energy on achieving business goals
• The ability to manage multiple, complex priorities within demanding timeframes
• Nurse management experience
• Pharmacy management experience
• Home Infusion experience

ADI Branch Manager Resume Examples & Samples

• To manage the branch in a manner that will achieve sales and gross profit targets and Operating Income, in maximising sales activity to achieve branch objectives and targets
• To ensure all staff in the branch adhere to Company policies and procedures
• To ensure the branch cash, cheque and credit card accounts are controlled efficiently to avoid any losses and that customers taking credit are handled separately in line with the credit control policy
• To control all financial issues (including outstanding debts) and work with the credit control department to ensure accounts are managed and monies are collected
• To ensure that the branch is correctly stocked, that stock levels are efficiently controlled at all times and that the branch meets the Company’s mandatory standards regarding physical stock losses, control of FOC items and returns, perpetual inventory checks and stock rotation
• To be aware of all areas of the business that have a cost implication on the branches profitability and at all times ensure costs are kept to a minimum and in line with P & L budgets
• To deal with all customer orders, enquires and queries in an efficient manner, and promote the company’s product range and services at every opportunity
• To provide motivation and leadership within the branch team by mentoring and guidance in best practice of procedures
• To ensure that the branch is kept clean and tidy and in a presentable manner both internally and externally
• To direct, supervise and train branch staff in their duties
• To establish annual SMART goals (HPD) for all branch staff and review performance regularly
• To ensure that safety of employees and customers by providing a safe working environment and to ensure compliance with the Company Health and Safety policy
• To have a working knowledge of the Company computer system and the associated packages to carry out the role
• To carry out customer visits to ensure that the Company is being actively represented
• To work closely with the regional and KA sales teams in order to meet branch targets
• To work closely with all preferred supplier representatives in order to achieve the goals agreed between the companies
• To implement any new company directives at a local level in a timely manner, ensuring all employees within your remit are kept informed at all times by way of regular communication both on a formal and informal basis
• To increase the levels of service given to the customers and review on a regular basis
• To have a working knowledge of the quality standard procedures and ensure that staff adhere to them
• Manage a High Performing Team: Show accountability by taking ownership of the business and willingness to make customer-focused decisions when needed
• Bring a positive energy and confidence to Citizens every day
• Strong organizational skills including the ability to manage multiple responsibilities prioritize and delegate while delivering results
• Ability to work all branch operating hours, as needed, including weekends and some evenings
• Ability to travel, as needed, to required trainings and/or other branch locations
• Customer service
• Risk acumen
• Cross selling
• Front office customer management
• Build a cohesive team that is motivated, engaged and empowered, creating an environment where your team strive to be at their best and an ambition to exceed all current and future customer, brand, business and financial objectives to a high standard of service excellence
• Actively contribute to the design and implementation of the future branch model and associated change programmes and initiatives within your branch and Local Market
• Demonstrable control of the business
• Adherence to compliance, operational, credit and risk policies, procedures and controls
• A culture of responsibility and accountability
• Understand the importance of the Omni channel experience for customers and translate this into specific actions for your branch ensuring that all customer facing staff are Digital Advocates who deliver a complete and connected customer experience to all customer segments
• Customer Relationship Management – Engaging the Customer and adding value
• Retailing - Creating the relevant customer experiences to enable the professional selling of our products and services that translates into customer loyalty and advocacy delivered by a highly motivated and customer focused team who have the right products, processes and service capability at their disposal
• University graduate or above, over 8 years working experience in banking or financial industry
• Obtain P&L responsibility in previous career
• Strong customer focus, financial knowledge and experience

AVP & Branch Manager Resume Examples & Samples

• Minimum 10 years banking experience with previous leadership and coaching experience
• Business Degree or related work experience
• Proven experience in business development specific to relationship management and sales
• Extensive lending experience, with a focus on commercial
• Considerable experience in general banking administrative procedures
• Involvement in various business or charity associations
• Manages and coaches at least five Mortgage loan officers to achieve required performance levels by establishing a production oriented sales team in a local market
• Originates residential loans through solicitation of real estate brokers and consumers
• Obtains required documents, takes special credit applications and follows through to closing
• May recommend loan terms. Communicates regularly with regional manager to resolve issues and ensure overall operational efficiencies
• Participates in the solicitation of all types of single-family loans, focusing on spot and single-family development loans
• Attends community and real estate lending related events and establishes partnerships
• Creates a business approach to enable achievement of volume objectives through management of Mortgage Loan Officers
• Manages the accomplishment of production goals and ensures quality production administration
• Interfaces with internal staff, vendors, borrowers and third party referral sources
• 5+ employees
• Accountable for the Branch’s sales performance and financial performance as well as other assigned branches
• Proactive involvement in lateral and trainee recruiting and development
• Responsible for regulatory, legal and compliance issues for the primary branch including: risk management in regards to monitoring sales, human resources, and legal and regulatory practices. Oversight and supervision for same issues for other assigned branches in the complex through identification of risk issues and ensuring they are escalated appropriately to the complex level
• Responsible for following supervisory procedures as outlined in the Branch Manager’s supervisory Manual

Bali Branch Manager Resume Examples & Samples

• Overall customer, P&L (Regional Director) or CMII (Branch Manager) and business development responsibility for the entire region / branch
• Responsible for the safety of employees at work
• Implementation of new tools and development initiatives within the region / branch
• Planning and reporting regional / branch business, e.g. budget, 3YP, monthly / weekly financial reporting etc
• Ensuring the region is in full compliance with KONE business policies, processes and methods
• Maintaining good connections with other regional units, branch managers and members of the unit management team
• The key KONE face to customers and other stakeholders in the region/branch
• May have active participation to FL management team work, communicating the needs of the region and implementing the decisions made in the regional management meeting
• Lead, direct, evaluate and develop employee competences and motivation in region/branch in cooperation with MD and Unit HR
• Prior experience of min 8 years of business management in sales and/or operational management with budget responsibility or Prior experience of min 6 years in a management/leadership position
• At the minimum BSc. degree in Economics, Business or other relevant field completed, fluency in English
• Successful track record of developing and executing successful business strategies and plans
• Proven ability to achieve tangible business results
• Solid operational and commercial business experience
• Understanding of business accounting principles and budget preparation
• Prior experience in leading others in an international matrix organization
• Experience of dealing with local authorities
• Change management, financial & sales management and project management skills

Branch Manager, Halifax & St John Resume Examples & Samples

• Responsible for managing HR related processes including people development, staffing, compensation, performance management, etc
• Responsible for creating an environment of customer satisfaction and delight
• Handles / manages local litigation issues
• Directs Department leaders to achieve planned goals and initiatives
• Familiarity of competitor product offerings and practices
• General accounting and financial management principles
• Laws and regulations regarding safety and environmental governmental regulations
• Demonstrated ability at leading and sponsoring change
• Ability to conduct financial analysis for the purpose of making sound business decisions
• Ability to motivate people to attain their maximum potential
• Effective oral, written and presentation skills
• Strong persuasive skills
• A competitive compensation package (salary plus performance based bonus)
• A comprehensive group health and dental plan
• A health, safe and positive teambased work environment

Branch Manager, North Upper Egypt Resume Examples & Samples

• Managing the retail & wholesale environments
• Handling the selling out and executing POS in addition to the selling out and executing the agreed on KPIs
• Owning & building sales force capabilities in North Upper Egypt
• Increasing market share for our categories as per the set plan
• High level of communication with our customers
• Enhancing yearly growth for his/her area
• Proficiency in MS office, especially PowerPoint & excel
• Minimum 5 years of experience in sales; with minimum 2 – 3 in the traditional trade environment
• Sales field experience in Upper Egypt preferred
• Planning & Priority Settings

Branch Manager Windsor Resume Examples & Samples

• To have overall responsibility for managing and delivering KPI performance for the store
• Provide leadership to the team and motivate them to drive and deliver results
• To maintain the highest merchandising standards, provide exceptional customer service, and ensure that effective cost reduction and profit protection procedures are in place

Citibank Berhad Jb-branch Manager Resume Examples & Samples

• A self-motivated individual who possesses a strong drive for excellence and success
• Graduated and minimum 5 years branch banking experience in Sales and People Management, Human Resources, Training and Coaching, Risk and Control and Expenses Management
• Definite abilities in leadership, planning and organizational decision making and team building

Selling Branch Manager, Peoplemark Resume Examples & Samples

• Successfully meet and/or exceed sales expectations for branch growth
• Markets the company's temporary, temp to hire, and direct hire services through sales calls, sales appointments, customer presentations, ect
• Establishing and maintaining key client relationships
• Maintain accurate manual and CRM automated records and historical data on the sales process
• Build and nurture both a sales and recruitment culture within the branch
• Promoting to customers the company's full service capabilities in alignment with strategic objectives
• Comply with all Allied Universal policies and procedures
• Collaborate with peers in the region to promote business growth across territory boundaries, sharing leads when necessary
• Proven track record of excellence in sales activity (awards, top rankings, etc.) using consultative sales techniques
• Ability to understand the dynamics of leading a service operating unit
• Strong financial acumen, P&L and budgeting experience
• A true hunter with the ability to leverage social media and professional networks (i.e. LinkedIn) to prospect and follow up with consistency
• Ability to negotiate an persuade while enhancing business relationships
• Dedication to high quality customer service delivery and integrity through proven client and customer relationships
• Strong organizational skills with demonstrated ability to strategically plan sales calls, sales presentations and cold calling
• Highly effective leader with the ability to build strong relationships internally with all levels of the organization and manage under difficult service delivery timeframes
• Ability to travel throughout all areas of the territory

Maintenance Branch Manager Resume Examples & Samples

• Supervise a large number of multi-skilled craftsmen and foremen
• Manage and implement the latest technologies within the scope of a variety of highly technical Maintenance Projects
• Evaluate Code compliance and application for all applicable codes to include Life Safety, Uniform Building Codes, NASA specific Codes and standards. Many other codes and standards will be a requirement of many of the IDIQ Projects
• Manage IDIQ Maintenance Projects to ensure specific goals and metrics are met per contract requirements. Prepare estimate, negotiate with customer on costs, and be accountable for budget requirements and schedules for each and every project
• Ensure environmental and safety compliance with Federal, State, and local regulations and/or contractual requirements as related to the business of the unit or section
• Ensure customer satisfaction while working within the limits of established policy, procedures and work instructions
• Provide guidance to foremen to assist in the interpretation of codes and work instructions
• Interface with union officials to resolve issues and/or complaints. Also union interfaces a requirement

Branch Manager, Canal Zone Resume Examples & Samples

• Responsible for achieving set sales and distribution targets in addition to ensuring forecast accuracy
• Manage sell-in & execution of POS for each category in all outlets in the territory
• Implement the POS & take corrective actions where deviations occur
• Accountable for sell-in & execution of the category /cross-category promotional plan in every outlet in the territory
• Evaluate sales force performance with view of making improvements or changes that will build capability, motivating, coaching and developing the sales team & drive in-store execution
• Build strong teams & maintain high level of morale to achieve company objectives
• Accountable for providing different analysis/ reports on a regular basis on coverage, distribution, out of stock, competitors, display and sales to facilitate on going control of sales activities against the plan
• Maintain market awareness and identify market opportunities to help our company to maintain a competitive advantage
• Orchestrating in-market activities, overseeing product placement, display, POS materials, merchandizing standards implementation and trade promotions activities
• Building and maintaining relationships with the distributor(s) and with the trade
• Sales field experience in the geography of Canal Zone is preferred

Rental Branch Manager Resume Examples & Samples

• Valid Driver's license required
• Expected travel approximately 5% of the time, including possible overnight travel
• Prior management of customer service and sales focused employees, preferred
• Manage acquisition and service cost for Branch assignment
• Requires excellent organizational skills, effective time management, strong leadership, interpersonal and analytical skills
• Ability to secure property, casualty and life license

Branch Manager Montreal Resume Examples & Samples

• Knowledge of the Canadian Agricultural sector (Grain, Meat, Fishery, etc.) is required
• Candidates must be proficient in using various types of computer software (Word, Excel. PowerPoint & Outlook)
• Candidates must demonstrate excellent verbal and written communication skills including grammar and composition
• Proven time management skills and a strong attention to detail
• Extended hours and shift work may be required from time to time
• Travel to other SGS locations or client location may be required from time to time

Home Infusion Branch Manager Resume Examples & Samples

• Monitor and manage the Profit and Loss (P&L)
• Oversee purchasing, inventory and patient care operations
• Work closely with the sales team to visit customers and focus efforts to drive profitability
• Assist in introducing new infusion products/services to prospective physicians and managed care customers
• Optimize resource allocation to achieve maximum productivity of workforce while meeting business needs
• Ensure product deadlines and performance standards are established and met
• Ensure compliance with policies and procedures as well as state,federal and Joint Commission requirements
• Develop and implement new policies and best practices
• Monitor branch performance through routine surveys, audits and site visits
• Hiring, coaching, performance management, appraisal and disciplining of staff including clinicians
• HS Diploma, GED or Foreign Equivalent required; Bachelor’s degree in business-related major or comparable work experience preferred
• Life, Health, Series 6/63 preferred; NMLS Registration required
• 4 years branch banking management experience required (2 years as a branch manager)
• OR- 2 or more years of branch manager experience and 3 or more years retail (non-banking) sales management experience with proven results
• Demonstrated effectiveness in managing operational requirements and procedures in a Retail Bank
• Desire and willingness to call on prospects and existing clients for sales opportunities
• Proven sales execution
• Strong listening, verbal and written communication skills
• Demonstrated ability to work well in a team environment
• Demonstrated ability to follow company policies, guidelines and procedures
• Strong attention to detail and ability to multi-task
• Demonstrated ability to maintain confidentiality using tact and diplomacy
• Maintain professional dress attire and demeanor
• Ability to work branch hours, including weekends and some evenings
• Job Responsibilities
• Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team
• Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors
• When appropriate, provide disciplinary actions and exit non-performers while adhering to
• Company policies. Successfully recruits and hires the appropriate staff to deliver on expectations
• Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals
• Regularly communicate branch performance and priorities with all team members
• Stay informed of key priorities and business updates. Execute corporate sales processes
• Promote and model the company standard of always doing what is best for the customer by providing
• Recommendations to improve the financial quality of their life
• Ensure an excellent customer experience by being knowledgeable of all bank products and
• Services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction
• Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking Partners.)
• Internal Use Band F
• Respond to all customer inquiries in a professional and timely manner
• Analyze customers’ financial status, credit and property to determine available mortgage products
• Obtain required information deemed necessary to complete the loan process: Originating, locking and closing home loan transactions
• Develop new business through a variety of means including, personal and professional referrals, telemarketing, direct mail prospects and other sources that derive from special marketing campaigns
• Establish a referral base to generate business
• Observe developing trends in the industry and remain knowledgeable of changing guidelines, regulations and business practices
• Attend scheduled meetings, training sessions and courses
• Additional responsibilities as assigned by management
• Accountable for financial performance, customer satisfaction, and ensures the branch adheres to policies, objectives, and practices of the company
• Drive team to achieve sales, loan production and revenue goals
• Excellent interpersonal skills along with strong verbal and written communication skills
• Manage sales activities that include responding and contacting existing customers with the objective of managing the following functional areas: quality of loans, compliance, loan production, retention, profitability, controlling expenses and interacting with the management team
• Hire, train and motivate staff
• Originate mortgage loans that meet Flagstar bank credit and underwriting requirements. Perform all origination tasks in accordance with industry and regulatory guidelines and requirements. Achieve sales and referral goals by developing a world class customer experience. Refer clients to other Flagstar business partners so that they may explore obtaining additional financial products and services that Flagstar offers (i.e. retail banking products, investments, commercial services). Market to and manage referral relationships. Referral relationships include realtors, builders, professional and personal contacts. Participate in in business related development opportunities community efforts to promote home ownership. Proactively seek ways to develop and expand customer relationships in order to achieve branch and personal goals
• Recruit, hire, develop, lead and retain high quality loan officers. Monitor sales activity within the sales team. Responsible for conducting training for any new hire or existing hires in both skills development and product training. Manage sales team to ensure development of relationships with referral sources to obtain mortgage leads. Maintain a broad understanding of products, guidelines and pricing strategies. Champions adherence to quality
• Provide status updates and assist processing with the collection of any trailing borrow documentation needed to complete loan processing and closing
• Attend Flagstar required production meetings. Attend/complete all Flagstar and industry required training. Actively participate in opportunities to expand knowledge, influencing and interpersonal skills. Professional development of loan officer team

VP Branch Manager Resume Examples & Samples

• Responsible for the overall management of a large-sized banking office
• Promotes Eastern Bank through community involvement via memberships in local organizations (i.e. Chamber of Commerce, Rotary, etc.), participation in city/town events, engaging local business networks, and the like
• Although the assistant manager is responsible for managing daily branch operations and compliance issues, the branch manager has ultimate responsibility for the branch’s performance in these areas which include, but are not limited to, overdraft management, vault management, branch schedules, the opening and closing of the office, and other such duties
• Consistently applies Human Resource policy for routine aspects of management, and as performance issues arise
• For incumbents who have tenure with the bank, must have a history of solid sales, service and management successes
• Strong written and verbal communication skills are critical
• Must be flexible with ability to adapt to change
• Must retain and build upon product knowledge base as a member of the division’s management team

Service Center Branch Manager Resume Examples & Samples

• Respond to clients in a professional and ethical business manner
• Manage cash sales reporting and submissions
• Manage the branch within company policies and standards
• Monitor equipment and supplies
• Troubleshoot and resolve problematic orders and customer complaints
• Ability to assess/troubleshoot customer software and hard copy orders for production problems or issues
• Strong competency with Word, Sub-Hub, Planwell, and other proprietary software
• Work effectively with internal and external customers
• Ability to multi-task while maintaining quality and accuracy
• Extensive computer and software knowledge
• 3 years’ experience managing or owning a print shop or printing facility
• 2 years’ of supervisory experience

Branch Manager Trade Cntr Sec Lend Resume Examples & Samples

• To sell assets/vehicles in the store on a monthly basis via a team of staff members. Some of the tasks entail the organising of audits, negotiating with ABSA legal to release the vehicles
• To ensure that the trade Centre team do not to exceed contracted % of sales budget set by national office at beginning of financial year according to Performance development agreements
• To monitor statistics and drive production targets via % of trade, and effective driving down of stock
• To manage ageing of stock according to contracted budget. Negotiations with ABSA legal to assist them in identifying possible assets that could be made available for sales
• To monitor movable assets (Vehicles, Boats, Computers, Trailers, and Trucks) in safekeeping in order to identify assets to be made available for sale
• Manager and team need to focus on relationship building. Ongoing interaction formal and informal, via meetings of on a social level
• To ensure management information is timeously and accurately submitted to relevant role players
• Manager responsible for the monthly trading report, as well as compliance/HR reports. Check team members who have to submit information for relevant reports, and focus on trends of deviations
• To ensure exceptional service delivery standards towards internal and external stakeholders, via SLA's and Performance development
• To ensure that regulatory and compliance procedures are adhered to by the entire Trade Centre team on an ongoing basis, i.e. RCA, RCSA, SOX, CASA, FICA, KYC, NCA. Audits, Meetings, Reports to ensure compliance that standards are adhered to
• To take ownership and agree to corrective action items with Internal Audit and Management Assurance for findings related to the functional area under management and arrange issue assurance for closed audit findings
• To ensure that the Business Continuity Tool is updated regularly and signed off annually in consultation with the BCM Co-ordinator. Ensure that the BCM Plan for the area is tested as required and corrective actions executed
• Work with managers/SME in the team, develop Risk and Control Assessments (RCA's + RCSA’s) for the function and update at the required intervals (normally quarterly). Complete attestations to testify to the adequacy of controls on request
• To ensure that the Trade Centre area has a Health and Safety Rep, Fire Warden and Evacuation rep and First aider
• To develop a high performing team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between the team members
• To interview and recruit new members if team, including determining appropriate compensation levels with input from Human Resources
• Approve Leave requests for team members and create leave plan to ensure adequate coverage
• To participate in the creation and implementation pf Employee Opinion Survey (EOS) actions for the Trade Centre Team
• To coordinate the efforts of the different operational areas under management to ensure minimal duplication of efforts, maximum efficiency and to maximise value for money
• Contribute to the development of business unit strategy for the next 2-3 years by providing a view on potential improvements for products or services and an assessment of the existing situation and anticipated changes in the external environment
• Agree targets and take accountability for the overall achievement of performance objectives in the business area in terms of employee satisfaction, customer experience, cost performance, return on investments, risk, compliance and governance requirements
• Manage departmental budgets including signing off of invoices and quotes within mandate. Escalate out of budgets items to the Managing Executive for approval
• Sign off capital expenditure within budget. This includes approving purchase or sell decisions for desktop computers, laptops, departmental equipment etc
• Provide clear direction to team members on the Trade Centre strategic plan and key focus areas and ensure their understanding and buy-in
• Analyse effectiveness of processes and systems in use in the department and make recommendations for improvements. Review performance against balanced scorecard components as prescribed by the Executive, discuss gaps and agree action plans to close gaps
• Benchmark productivity of the department against industry standards and createmeasures to improve productivity
• Agreed and manage service offerings and SLAs with internal customers (agree annually and measure on a monthly basis)
• Management Development Programme (No. of years) years (Technical/Managerial) experience
• IT Literacy Level: Do without Supervision
• Delivering results and meeting customer expectation Level: Do and Instruct
• Interpersonal skills Level: Do and Instruct

Cluster Branch Manager Resume Examples & Samples

• Responsible for instilling the BB&T Mission, Vision, and Values within the assigned cluster
• Responsible for sales management and revenue generation within cluster. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Responsible for the execution of the BB&T sales process within the branch through BB&T supported sales processes and other Community Bank initiatives
• Responsible for consumer and small business loan performance within the cluster pertaining to growth, profitability, and quality
• Responsible for the balanced growth, servicing, and profitability of the Bank’s deposit products
• Responsible for providing leadership and coaching to all members of the branch sales teams to ensure maximum performance and attainment of personal goals and improvement plans
• Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel related duties to the Tellers, including
• Three years of experience in financial services
• One year of leadership experience
• Strong interpersonal, sales and relationship management skills
• Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check
• Bachelor’s degree in Business, Accounting, Finance or Banking
• Completion of BB&T’s Retail Academy within six months of employment in this role
• Graduate of BB&T’s Leadership Development Program

AVP Branch Manager Resume Examples & Samples

• Responsible for the overall management of a mid-to-large-sized banking office
• Proactively guides the sales activities of the assistant manager and platform staff toward achievement of their personal sales objectives, as well as established branch goals
• Through tested techniques, engages in sales and service coaching sessions with sales staff
• With a focus on building commercial relationships, conducts business development activities to include personal visits and outbound teleservicing as components, several of which may be joint with partners from the business banking unit
• Manages customer service levels within the branch, adhering to established guidelines
• Prepare and deliver performance appraisals for subordinates
• Expected to have / gain full understanding of the teller function
• Bachelor’s Degree (or equivalent experience) required; three-to-five years of management experience and proven leadership capabilities required, preferably in a retail banking environment
• Ability to quickly learn all there is to know about the products and services offered by the bank

Branch Manager Nelson Resume Examples & Samples

• Must offer knowledge of oil industry terminals, bunkers, tankers, tank cleaning and lubes
• A minimum of 5 years experience in the oil industry is essential
• Proven experience building and maintaining positive business relationships
• Staff management experience is essential
• Small job pricing skills a strong advantage
• Excellent communication skills, negotiation and interpersonal skills, both verbal and written
• Demonstration of a mechanical aptitude
• Experience with understanding of health and safety best practices in a safety critical discipline
• High degree of analytical and detailed problem-solving skills
• Proven ability to work well under pressure
• Computer competency in Microsoft Office, particularly in Excel and Word – must be at least an Intermediate level
• Must be physically fit and capable for the physical demands of the role
• Must offer the ability to work safely at heights and in confined spaces
• Ability to work flexible time (being a 24/7 operation) and on call
• Must hold a full and current New Zealand drivers licence
• Analytical skills - Ability to apply an objective, logical reasoning process to develop a recommendation or conclusion
• Verbal Communication I Interpersonal Skills - Ability to communicate effectively at all levels and develop positive relationships with both internal and external clients
• Teamwork - Ability to work competently and effectively on your own as well as a member of a team
• Self-Management of Time and Priorities - Ability to exercise self control and effectively manage time and priorities

Leisure Branch Manager Resume Examples & Samples

• Minimum of 5 years experience as a Senior Corporate/Leisure Travel Counsellor with proven leadership capabilities or 3-5 years experience within a similar supervisory or management position within the retail travel industry
• Completion of an accredited travel school program
• Leadership, team building and coaching skills
• Exceptional business building and sales skills
• Superior communication and interpersonal skills
• Working knowledge of Microsoft Office: Word, Excel, PowerPoint, Outlook
• Proficiency in Sabre and Matrix accounting systems

Selling Branch Manager Resume Examples & Samples

• Must develop and increase top line revenue and bottom line results for the branch with emphasis on establishing and building client relationships
• Achieve sales, gross profit and earnings objectives through management of branch plans implemented by staff initiating face-to-face and telephone contacts with referral sources – i.e., hospitals, physician groups, community agencies, and potential customer
• Direct recruitment efforts to secure and retain a broad range of qualified healthcare staff, sufficient to maintain an effective balance of available staff to service client
• Manage and supervise sales and marketing efforts in the geographic area by negotiating and establishing profitable contract
• Review and establish pay and bill rates to ensure successful recruitment and retention of both office and field personnel to service a growing customer Determine bill rates through analysis of gross profit factors, market conditions, business volume and mix, competition, and operational costs and requirements
• Partner with other Cross Country divisions to identify cross-selling and multiple service line opportunities
• Ensure services provided are consistent with company policies, service standards, and applicable laws and regulations through management of the services and ongoing assessment and supervision of all client and assigned staff
• Supervise and maintain billing and payroll procedures consistent with company requirement
• Interview, hire, train, manage and evaluate employee perform
• Implement disciplinary action and/or termination of employees through established company procedure
• Increase awareness of the Company’s services through participation in community and professional organization
• Handle special assignments or any other duties required by executive management
• Oral communication – Able to communicate clearly and professionally across a broad corporate landscape
• Planning/Organizing – Prioritizes and plans work activities, use time efficient
• Adaptability – Manages competing demands and changing priority
• Quality Control – Demonstrates accuracy and Monitors own work to ensure accuracy and quality
• High School diploma required. Bachelor’s degree in business, healthcare or other similar discipline preferred
• Two – three years’ experience in sales or staffing environment, preferably in healthcare industry
• Two years’ experience in a managerial role with P&L responsibility
• Proven business development and effective leadership skills
• Individual must have strong interpersonal, written and verbal communication skill
• Individual must be able to quickly react to potentially critical situations and have strong problem solving ability

Os-branch Manager Resume Examples & Samples

• Responsible for the management and development of the city’s management team
• Responsible for business development (prospecting and marketing to new clients) to increase CPS’ market share
• Manage the accounting function within the city to insure accuracy and receipt of all income
• Human resources administration, which includes recruitment, selection, training, coaching, counseling, problem resolutions, performance management and terminations
• Manage and monitor the overall city operations to insure adherence to corporate guidelines and standards
• Preparation of city budgets
• Develops a strategic business plan and direction for the city
• Completes and submits monthly reports, as required
• May be required to serve on special business related committees and task forces
• Responsible for developing client relationships and business retention
• Job duties may be modified at any time

Branch Manager SK Resume Examples & Samples

• Collaborate with Sales Managers to enhance branch sales performance
• Lead the Customer Service Manager and Route Sales and Service professionals to maximize revenues and client satisfaction
• Maximize branch profitability through sales volume, margin attainment, and cost controls
• Conduct weekly branch meetings with Route Sales and Service professionals to drive branch performance and promote teamwork
• Manage pricing across all lines of business
• Manage customer service and response time through Customer Retention Management system
• Hire, train and develop all branch employees
• Ensure branch Environmental, Health and Safety (EHS) Compliance
• Ensure all training and compliance documentation is maintained

Float Branch Manager Resume Examples & Samples

• Plans and organizes activities to attain internal performance objectives: increased business volume, deposit growth, profitability and safety and soundness of branch
• Assists in coordination of sales and service activities; provides training, guidance and support to Customer Service staff; holds weekly staff sales meetings; reviews sales efforts and deposit growth with staff
• Documents calls, referrals and cross selling opportunities and efforts through Synapsis; actively seeking and referring loan and wealth management opportunities
• Manages all facets of branch including but not limited to the safety and soundness of the branch and of the day to day operations of the branch; assists staff in resolving out-of-balance reconciliations; accountable for surprise audits, as required, for tellers, vault and ATM
• As needed in designated assignments may supervisor staff; appropriately delegates duties and tasks, training for staff on all policies and procedures, including safety/security issues and compliance training, creates schedule, communicates information on a timely basis ensuring comprehension, trains staff on procedures and processes, ensures appearance standards are met and work areas are maintained per Bank policy
• When not assigned to a Branch the primary duty may be making outside business calls or a special project/assignment as determined by the needs of the assigned market or region
• Complete all required BVS courses by due date
• Primarily a Consumer Banking atmosphere located inside a building
• A minimum of 2 years outside sales experience with proven results
• Prior management and/or sales management experience in a related field or industry
• Previous P&L responsibility and/or exposure
• Previous experience servicing, supporting, developing and generating major accounts
• Associate's Degree or Bachelor's Degree in comparable field preferred. An equivalent combination of education and experience may be considered

Branch Manager Avcaf Trade Centre RMC Resume Examples & Samples

• To set up meetings to inform, manage and control new systems that need to be implemented to ensure systems without any interruptions
• To achieve "other income budget" by ensuring that for e.g. commissions, documentation fee charged on all vehicles sold, storage costs of all vehicles that are stored at the Trade Centre are collected and allocated to relevant accounts
• To ensure the end to end process is not compromised and that SLA's are met. SLA meetings conducted to ensure adherence of team efforts within agreed timelines. If non adherence consequent management to be conducted
• Mainly stock that is in the store for 60 plus days
• To build and maintain relationships with key role players i.e. Dealers, ABSA Legal
• To ensure effective SLA management between Trade Centre and relevant bodies i.e. auctioneers. Conducting SLA meetings, put actions in place, manage the actions, to ensure adherence
• To ensure management information is timeously and accurately submitted to relevant role players. Manager responsible for the monthly trading report, as well as compliance/HR reports. Check team members who have to submit information for relevant reports, and focus on trends of deviations
• To ensure that regulatory and compliance procedures are adhered to by the entire
• Trade Centre team on an ongoing basis, i.e. RCA, RCSA, SOX, CASA, FICA, KYC, NCA
• Audits, Meetings, Reports to ensure compliance that standards are adhered to
• To ensure that all audit findings by Risk and Compliance Officer are rectified by identifying actions, implementation of corrective measures, and manage within defined timelines
• To ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood by all members of the team
• To work with Absa Internal Audit and Management Assurance during the scoping of audits to ensure fair coverage
• To ensure that the team understands all compliance requirements and call for the area's Compliance Officer to conduct briefing sessions if gaps are identified
• To ensure that all regulatory requirements are adhered to
• Work with managers/SME in the team, develop Risk and Control Assessments (RCA's + RCSA’s) for the function and update at the required intervals (normally quarterly)
• Complete attestations to testify to the adequacy of controls on request
• Participate in the development of Key Risk Scenarios including the determination of likelihood of occurrence and potential impact. Actively work to minimise the amount of economic capital that has to be set aside for operational risk
• To ensure that manager and team leaders in the team understand their responsibilities for physical and systems access control and information security requirements
• To ensure that the Trade centre area has a Health and Safety Rep, Fire Warden and Evacuation rep and First aider
• To determine and analyse development needs for the team and ensure that identified training requirements are budgeted for and executed
• To oversee the activities of the Trade Centre Staff to ensure effective delivery of service to the clients
• To establish and maintain a succession plan for the team
• To create effective workforce and recruitment demand plans to ensure that current and future business requirements can be met. Plans should be revised at least twice a year
• To review and update the department's organisation structure and role description on at least an annual basis to ensure that they are fit for purpose and contain all the accountabilities of each team member
• Initiate disciplinary processes (when needed) for team members and calling on support for Human Resources when required
• Resolve grievances rose by team members and escalate only if required
• To address poor performance of any team member through the formal Performance Accelerator programme and ensure that continued poor performance is appropriately dealt with
• To motivate team members and ensure that their efforts are recognised
• To keep up to date with and complete all compliance training applicable to the position i.e. Business Continuity Management Awareness training, Money Laundering
• Rebalance resources between different areas e.g. reallocating headcount and budgets, but within overall approved resources for the year
• Benchmark productivity of the department against industry standards and create measures to improve productivity
• Leadership Level: Do and Instruct
• Process knowledge Level: Do and Instruct
• Achieving targets Level: Do and Instruct
• Negotiation skills Level: Do without Supervision
• Verbal and written communication Level: Do without Supervision
• Interpersonal skills Level: Do and Instructed
• Mentoring skills Level: Do without Supervision
• Ability to interact, negotiate on different levels Level: Do without Supervision
• Promote and model the Flagstar philosophy - "Live the Mission." Set clear expectations and measurable outcomes, while coaching and developing the branch team. Observe the branch team from the perspective of the customer, and coach team members on the proper execution of the sales formula and priority work while modeling the desired behaviors. When appropriate, provide disciplinary actions and exit non-performers while adhering to company policies. Successfully recruits and hires the appropriate staff to deliver on expectations
• Oversee all sales activity in the branch by driving, supporting and achieving monthly sales goals. Regularly communicate branch performance and priorities with all team members. Stay informed of key priorities and business updates. Execute corporate sales processes
• Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customer dissatisfaction
• Ensure collaboration between branch team members and business partners (MLOs, FCs, and Business Banking partners)
• Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, fee refunds, work schedules, and overall branch operation

Multi Branch Manager Resume Examples & Samples

• Conducts sales debriefs, weekly staff meetings, goal setting, and in-branch promotions to ensure support of current campaigns & alignment to corporate strategy
• Supports Operations Manager in the FTE Staffing & Scheduling process ensuring the branch has appropriate staffing considering scheduling, training, vacation, leaves of absence, sickness, and duty assignments ensuring the efficient operation of the branch
• Provides guidance, leadership, and coaching to the Operations Manager & platform staff; confers with subordinate personnel to discuss operational & procedural changes; provides counseling and recognition
• Conducts monthly Operations Manager cash audits as part of the Risk Management Review process ensuring proper cash control
• Maintains a customer service culture by focusing on customer needs and managing staff to high customer service levels
• Leads the branch staff to achieve optimum sales referrals through effective sales campaigns/programs, sales coaching, development and behavior modeling
• Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
• Participates in and manages the lending function of the branch to include both consumer and small business; examines and evaluates loan applications
• Directs, coordinates, and monitors activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans
• Actively involved in the outside calling program developing existing customers, centers of influence, and prospects; Contacts customers and businesses, community, and civic organization to promote goodwill and generate new business
• Manages asset quality through delinquency tracking and past due loan collection
• Directs activities involving implementation of establishment services and functions including collecting delinquent accounts, authorizing loans or opening savings accounts
• Compiles required and special branch reporting as requested
• Compiles and accurately reports all financial data as required by governmental regulations
• Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping
• Collects data to analyze the present and future financial status of the branch
• Ensures Branch Opening and Closing procedures are followed to include balancing the branch, locking the vault, and setting the alarms
• Completes monthly Branch Assessment ensuring branches are professional in appearance
• Coordinates completion of branch regulatory compliance through computer-based training module completion and other Hancock University efforts/classes
• Coordinates Branch Disaster Recovery Planning with Branch Operations Manager to ensure employees are prepared for all facets of pre and post-disaster events
• Coordinates or provides employee training to improve efficiency and ensure conformance to standard procedures and practices
• Attends Branch Manager meetings conducted by Area or Division Manager to stay informed
• Handles in-branch operational customer complaints from inception to resolution
• Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities
• Serves as an authorized signer on official checks
• Enforces personnel professionalism to include demeanor, dress, and station orderliness
• Bachelor's degree (preferably in a business related field) from a four-year college or university
• Minimum 3-4 years retail/branch banking experience
• Minimum 1 year previous success in sales as an individual contributor
• Minimum 1 year experience managing and leading teams is preferred
• Registration with NMLS o This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
• Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

Manaus Branch Manager Resume Examples & Samples

• Creates, articulates and drives the local strategies for different customer segments
• Maintains senior relationships with top accounts
• Makes joint sales calls with sales representatives and channel managers
• Ensures optimal activity management and account management to truly understand customers and their needs
• Oversees forecasting and budgeting processes to align with business goals
• Drives campaigns to generate a healthy pipeline and yield
• Liaises actively with Cluster Management to ensure optimal product coverage and dynamic pricing in line with yield and utilisation targets
• Leverages understanding of the local business environment to support development of the sales strategy
• Ensures performance meets targets
• Provides an exemplary customer experience

Branch Manager, Hamilton Resume Examples & Samples

• Responsible for development, implementation and attainment of an annual business plan, operating budget and orders budget utilizing KONE business processes
• Executes implementation of corporate objectives/initiatives (i.e. Safety, Quality, Maintenance, Performance contracts, reference pricing, etc)
• Manages Corporate Compliance, proper business practices and code of conduct. Ensures operations conform with local, provincial and federal regulations
• Manages labour relations with Union
• Establishes and maintains positive public relations to promote a reputation of quality for KONE Elevator
• Comprehensive understanding of KONE’s processes, procedures, policies contracts and product offerings
• Ability to develop and foster teamwork
• Ability to apply principles of logical or scientific thinking to define problems, collect data, establish facts, and draw valid conclusions
• Able to manage multiple concurrent tasks through effective organization and time management
• A defined contribution pension plan
• A company car
• Opportunities to grow and develop in your chosen career field

Branch Manager Omf-e Resume Examples & Samples

• Minimum four years of lending, leadership and/or related experience
• Motivated by controlling your financial earning potential
• Ability to thrive in a fast-paced team environment
• College experience a plus
• Daily supervision of operations, operations personnel, and coordination of customer service, consumer lending, and business development activities of the branch
• Responsible for expanding the customer base through successful selling of bank products
• Performs the job in a manner that will enhance the quality of service provided to our internal and external customers
• Advanced knowledge of standard bank products and services
• Schedule, supervise, monitor and coach banking office staff
• Closely monitor and adhere to banking office(s) budget
• Establish performance goals for the banking office(s) staff
• Responsible for hiring, discipline and termination of banking office(s) staff
• Work a flexible schedule including weekends
• Demonstrate effective, exceptional and professional interpersonal/customer service skills
• Correspond with appropriate support departments
• Communicate clearly and effectively with customers, coworkers and vendors
• Demonstrate strong written and verbal communications in all aspects
• Proactively identify opportunities to enhance customer service goals, needs and make referrals
• Manage sales efforts for both existing and potential customers
• Process transactions accurately and efficiently with a high degree of accuracy
• Reconcile and balance currency and coin
• Successfully complete all required training
• Maintain confidentiality at all times by protecting customer and bank non-public information
• Follow written policies and procedures
• Demonstrate problem-solving, teamwork abilities and ability to be proactive
• Arrive to work on time and as scheduled
• Rotate job tasks as applicable
• Drive an automobile on company business
• Perform any other related duties as required or assigned
• Knowledge of new account and teller operation procedures
• Knowledge of banking regulations
• Ability to work as a teller and customer service representative
• Design workflow and procedures
• Identify and resolve problems in a timely manner
• Respond promptly to customer needs
• Speak clearly and persuasively in positive and negative situations
• Demonstrate accuracy, thoroughness and attention to detail
• Demonstrate knowledge of market and competition
• Exhibit sound and accurate judgment
• Ability to deal with frequent change, delay or unexpected events
• Demonstrate leadership and supervisory skills
• Ability to drive an automobile on company business
• Ability to work extended hours as needed
• 10-Key Calculator
• Photocopy/Fax/Scanning Equipment
• Instant Issue Debit Card machine
• Coin sorter/wrapper
• Currency counter
• Check Protector
• Automatic Teller Machine
• 2 wheel-4 wheel dolly
• Credit Card machine
• Minimum two (2) years teller operations and new accounts experience
• Minimum two (2) years’ experience in a leadership role such as Head Teller, Assistant Branch Manager, or equivalent
• Minimum two (2) years of sales experience is preferred but not required
• Minimum three (3) years’ related management experience
• Bachelor’s degree in business related field with 5 years’ related experience or equivalent combination of education and experience
• Valid driver’s license and good driving record

Vice Presiden, Branch Manager Resume Examples & Samples

• A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Comprehensive industry and investment knowledge
• 5-7 years of experience in a leadership position ideally within the elevator industry
• A strong understanding of finance, prior experience selling new equipment and/or service products
• Strong leadership and teambuilding skills

Assistant to the Branch Manager Resume Examples & Samples

• Identifies and assists those working in the office in terms of helping with meetings, scheduling, supplies and other items
• Operates standard office equipment and uses required software applications
• May perform essential job functions of various positions related to assigned functional area
• Investment concepts, practices and procedures used in the securities and banking industry
• Implementing processes and procedures for efficient and timely work flow
• Promoting effective coordination between work groups
• Plan, assign, monitor, review, evaluate and supervise the work of others
• Lead others in providing a high level of customer service
• Bachelor’s Degree in Business Administration or other discipline related to assigned functional area and a minimum of one (1) year experience in assigned function or an equivalent combination of education, training or experience
• Partner with management to coordinate and attain branch, region and company objectives
• Assist with hiring, coaching and leading a strong support team of tellers and CSRs
• Comply with all company policies and procedures
• Must have the ability and knowledge to backup all positions within the branch
• Ensures all operational functions are performed accurately and timely
• May originate, process and close various consumer and small business loan products
• Responsible for maintaining and developing business for the branch
• May require participation in civic and community organizations
• Responsible for completion of regular monthly audits
• Ensures all security procedures are strictly followed
• Responsible for prevention of monetary loss
• Conducts regular staff meetings to keep staff informed
• Assists with timely completion of annual performance reviews and disciplinary action as needed
• Maintain a safe and professional business environment. Ensure all equipment is in good working order
• Completes required BSA/AML training and other compliance training as assigned
• Participate in regular SWOT analysis for competitive advantage
• Lift coin bags up to 50 lbs

Title Branch Manager Resume Examples & Samples

• Ensure daily branch operations are conducted in accordance with operations standards
• Establish and monitor processes for accurate and timely processing of title, scheduling, closing preparation, closing and post-closing
• Coordinate with business partners to ensure smooth transitions and support between land, construction, sales, accounting and mortgage
• Ensure quality customer service. Monitor and respond to Pulte Group’s customer service management system (CQE)
• Review and respond to monthly quality and accounting audits
• Serve as point of contact for customer questions and concerns as needed
• Ensure proper handling of all funds and closings
• Prepare and adhere to departmental budgets with focus on expense reduction and maximizing revenue
• Market value of PGP to Pulte Group and Pulte Mortgage, customers, realtors and other lenders
• Perform as a team member in allocating and coordinating the work flow
• Maintain thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures
• Keep abreast of area competitors’ products, services and costs
• Maintain and foster branch participation in division/community events and promote Pulte values and culture
• Ensure that all security procedures are followed, branch is operationally sound, and satisfactory audits are achieved
• Identify & mitigate operational risk and to ensure ongoing adherence with compliance procedures
• Notary Public preferred (required in some states)
• Escrow Officer license may be required
• Minimum of 3-5 years escrow operations experience
• Supervisory Minimum of 2 years at a supervisory level or above
• Specialize in RESPA with understanding of company's underwriting guidelines
• Understanding of title and settlement rules and regulations
• Effective communication, presentation, and organization skills
• Knowledge of real estate law and title escrow curative procedures
• Knowledge of abstracting and examining preferred

Branch Manager Richardsbay Resume Examples & Samples

• Monitor performance metrics
• Take ownership of annual sales plan
• Ensure that the branch achieves Absa’s transformation objectives e.g. Financial Services Charter (FSC), Code of Good Practice (CoGP) and Black Economic Empowerment (BEE)
• Mitigate and manage risk, frauds and losses in the branch by ensuring policies and procedures are consistently applied and embedded
• Be the local face of Absa by being visible and available in the branch and the community
• Link community initiatives to both business opportunities and colleague events
• Perform people management functions, including but not limited to
• Monitor and manage the Profit and Loss(P&L)
• Ensure compliance with policies and procedures as well as state, federal and Joint Commission requirements
• Hiring, coaching, performance management,appraisal and disciplining of staff including clinicians

Veritiv Express Branch Manager Resume Examples & Samples

• Prior Inventory Management and Control Experience
• A thorough understanding of warehouse, delivery and traffic operations within a distribution setting, as well as government regulations (e.g., DOT, OSHA, HazMat, etc.)
• PC proficient in Windows based software programs specifically Microsoft Office
• Demonstrated leadership and interpersonal skills, including but not limited to performance management (employee evaluations, discipline, corrective action, coaching) and recruiting and selection required
• Planning and organization skills are required
• Customer Service Experience
• Education: High School Diploma / College Preferred with a specialty in Logistics / Supply Chain Management Preferred
• Experience with operating material handling equipment including a pallet jack and/or fork lift
• 3+ years supervisory/management experience preferable in warehouse operations
• Must have valid drivers license

Branch Manager, Menomonee Falls Resume Examples & Samples

• Strong sales coaching skills as evidenced by prior branch results
• Willingness to become involved with and participate community events
• Ability to work well with business partners within the organization
• Minimum 3 years retail management experience
• Strong lending skills
• Strong knowledge of operation policies and procedures
• Proven ability to sell and cross-sell bank products and services
• Proven ability to develop new business
• Proven ability to manage retail sales team to achieve threshold activity levels and performance goals
• Excellent supervisory, interpersonal, problem-solving, communication, and customer service skills
• Position will require you to obtain a NMLS License

Branch Manager, Northern Rhode Island Area Resume Examples & Samples

• Analyzes branch expenses and implements strategies to reduce overhead
• Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the Bank
• Takes responsibility for delivering Customer First Service Excellence which meets and exceeds the customers’ expectations
• Graduation from a nationally recognized sales management trainee program

Branch Manager Industrial Services Resume Examples & Samples

• Post-Secondary Education or equivalent
• 5 – 15 years related petroleum industry experience
• Strong interpersonal, organization and analytical skills to lead large dynamic organization
• Strong Knowledge of industry safety requirements and industry best practices
• Leadership experience in a unionized environment
• Operations management experience
• Strong Computer Skills & Proficient in Microsoft Suite of Programs
• Ability to Cost Estimate Industrial Cleaning Jobs
• Proven leadership skills and building leadership capabilities
• Experience with managing contract personnel
• Self-starter, highly motivated, enjoys working in a team environment
• Strong knowledge and understanding of Operations management methodologies
• As The Branch Manager, you will provide leadership, coaching, and mentoring to promote Clean Harbors best practices for all Operating personnel
• In conjunction with the Director of Operations ensure Clean Harbors’s standards for Performance & Attendance Management are adhered to for all Operational staff
• You will provide input & participate in the recruitment process for the Operation team
• Work as part of Operations Management Team to steward the Operations budget on a weekly/Monthly/yearly bases
• You will provide input & Stewardship of Operations performance indicators. (KPI’s)
• You will ensure the safety of staff, equipment and environment is your prime objective by Implementing, Managing & Stewarding the utilization of Clean Harbors safety management systems
• Working with the Operations Training Department Identify & Implement Training Requirements for Operations Staff to Clean harbors Expectations & Standards
• Ensure Clean harbors staff & hourly personnel vacations are planned & scheduled to meet Clean harbors expectations
• Manage all Over time accumulations (Hrs) to align with Company Expectations
• Adhere to the Collective Agreement between Clean harbors & Teamsters Union
• Will provide leadership & Mentorship to Implement & Manage Autonomous, Focused & Continuous Improvement Ideas
• Ensure all Operations Procedures are developed and being utilized including identification & Development of Critical procedures
• Accountable for developing the Budget, Stewardship and the P&L for your Branch
• Required to work with cross functional teams; Sales, Staff, Purchasing, Logistics, Finance, Safety to meet customer expectations

NDT Branch Manager Resume Examples & Samples

• Business/Finance Associates Preferred
• 10 years experience in NDT industry with managerial expernience
• Knowledge of Microsoft Office to include; Outlook, Word, Excel, PowerPoint and Projects
• Basic Method Training with advanced knowledge in one or more fields. UT, MT, PT, VT, RT, ET, EMT
• Minimum 4-5 years retail/branch banking experience
• Minimum 2 years previous success in sales as an individual contributor
• Minimum 1 year experience managing and leading teams is required

Branch Manager Lending Resume Examples & Samples

• Direct and manage the sales and service of all bank products and services; including branch level merchandising
• Develop and maintain a sales culture environment
• Interview customers to determine and analyze financial needs
• Sell appropriate products and services
• Maximize sales opportunities by developing business through new and existing relationship management, including external business calls
• Deliver quality service to customers within designated authority levels
• Responsible for facility management, including security, opening and closing procedures
• Deepen customer relationships through the sales of multiple products and services
• Maximize sales and fee income through the effective delivery of products and services
• Handle customer problem resolution on the branch level
• Obtain and retain product knowledge
• Take, process and close consumer loan applications through credit administration
• Manage controllable expenses for the office
• Prepare written performance appraisals for appropriate office employees
• Communicate performance appraisals with staff members
• Ensure branch employees receive appropriate training, including self
• Provide information to Executive Officer on market and product specific issues for both new and current products
• Provide Executive Officer with appropriate feedback on sales tracking and customer feedback programs
• Will be involved in community activities
• Perform other duties as assigned
• High school diploma or equivalent,
• Two (2) years’ experience as Customer Service Representative, Teller, or equivalent,
• Technical knowledge and proficiency to handle the activities and responsibilities of job,
• Good decision making skills,
• Good oral communication skills,
• Sales ability,
• Planning and organizing skills, and
• Ability to obtain a State insurance license
• Initiate, direct and participate heavily in outside retail and small business client development and in-house marketing programs. Responsible for branch prospecting for new consumer and small business households, as well as providing additional solutions that will expand existing household relationships
• Participate in civic, government, professional, business and community affairs, associations and groups to solicit and develop new consumer and small business households for the branch. Promote BB&T’s positive public image in the community
• Responsible for balanced growth, servicing and profitability of Bank’s deposit products
• Responsible for staffing branch team to include: hiring, goal setting, performance reviews and ratings, salary reviews, promotional transfers, terminations and training
• Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel- related duties to the Tellers, including
• Four years of financial services experience

VP, Branch Manager Resume Examples & Samples

• Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank
• College degree in business or finance preferred
• At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred
• Good knowledge of commercial lending products. Thorough knowledge of federal/state and IRS regulations
• Leadership qualities: ability to plan, organize, motivate, supervise, and delegate
• Ability to create a team environment. Accountable; ability to make decisions and assume responsibility for those decisions
• Strong sales and sales management ability. Ability to exercise sound judgment
• Excellent interpersonal and verbal/written communication skills
• Interpersonal skills necessary to conduct business development calls
• Bilingual Mandarin or Cantonese preferred

Branch Manager, Geomatics Resume Examples & Samples

• Plan, administer and control budgets relating to the Geomatics operation of the Grande Prairie office
• Be the primary contact for any Geomatics work which originates from other WSP National Business Lines
• Apply established project management processes in initiating, planning, executing, controlling and closing projects
• Work closely with Project Managers providing guidance when required
• Deliver the Geomatics Strategic goal with alignment to the WSP Canada’s strategic plan
• Assist with work/crew schedules as the business grows and develops
• Develop and maintain strong client relationships; this includes managing and developing business, managing client expectations and ensuring project deliverables, schedules and budgets met
• Co-ordinate business development sales activities with a view to meeting branch and corporate budget targets
• Be responsible for proposals and contractual agreements originating within the branch
• Be responsible to ensure projects are completed on time, on budget and are technically accurate and conform to WSP standards
• Oversee, either directly or indirectly, all administrative/office and technical procedures
• Manage the branch with a strong emphasis on the overall corporate goals of growth and diversification
• Participate in and advance the WSP safety program
• Attend client, field, and corporate meetings as necessary
• Supervise, coordinate, schedule and review the activities of field and office personnel
• Provide leadership and direction to staff with respect to performance management, training; and
• 5 years of managerial experience dealing directly with employees and clients specifically in the Geomatics and land surveying industry ideally within Alberta or another closely related jurisdiction
• Professional Land Surveyor designation in Alberta or in another jurisdiction with the willingness to become licensed in Alberta
• Strong project management skills and have managed a variety mid to large size survey projects
• Possess the ability to handle confidential and sometimes difficult human resource issues
• Capable of building and leading a high performing and efficient team
• Commitment to Operational excellence, Quality and Safety
• Strong financial acumen including experience building and managing budgets, with accountability for achieving revenue and profitability targets
• Exceptional interpersonal skills, communication skills, and commitment to promoting strong communication amongst other office locations within all business lines in WSP
• Strong change management skills and can lead others accordingly; and
• Effective decision maker, holding both yourself and others accountable to same

Branch Manager, Greater Norfolk Area Resume Examples & Samples

• Develops a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees
• Formulates and executes a customized team plan to acquire new, retain and grow existing SME and personal relationships
• Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence
• Leadership skills and demonstrated experience mentoring and developing a team

Branch Manager, Assistant VP Resume Examples & Samples

• The branch manager position requires 5 to 7 years of community banking experience with an emphasis in sales, small business lending, business development
• Proven successful supervisory, administrative and analytical skills
• General knowledge of Windows, MS Outlook, Excel and Word
• Develop staffing sales through a combination of methods that may include all or in part: research, lead generation, prospecting, networking and in-person appointments with new and inactive clients
• Daily preparation before branch opens. Branch Manager will prepare arrival calls, open requisitions, QC calls, last week's interviews, hot list, availability list, extensions calls

Branch Manager, Union Turnpike Resume Examples & Samples

• More than 7 years in a supervisory or managerial role
• Proven track record of excellent sales management in a financial service
• Ability to manage, supervise, instruct and coach; ability to meet deadlines; make independent decisions and utilize sound judgment
• Advanced knowledge of all Retail and Small business products and services and fluency in business acumen and in SME credit
• Highly motivated and competitive with proven leadership quality and very goal driven
• Understands all appropriate polices and procedures and process that impact work activities

Branch Manager of Beijing Huamao Sub-branch Resume Examples & Samples

• Proven track-record in running a business and leading a team
• Relevant experience in Wealth Management Business (Sales, Operations, Risk Management, Compliance, etc)；
• Strong Leadership and have the drive to take business forwards
• Manage branch operations and ensure compliance with all business policies/procedures
• Train, coach and motivate all staff member
• Build strong, trusting relationships with new and existing customers
• Ensures effective and successful operations through personal effort, supervision, and control
• Accountable for giving direction, guidance and support to their designated staff
• Maintains effective communication with Senior Regional Management regarding the fulfillment of goals and objectives
• Accountable for the achievement of Branch sales and profitability goals
• Must be personally acquainted with all customers and maintain frequent contact
• Assures that all required reports are completed and submitted in a timely fashion
• Monitors the performance of all personnel within area of operation
• Assures compliance with company policies and procedures
• Participates in the formulation of long-range plans for continued growth
• Formulates and presents an operating budget to Regional Management
• Reviews monthly financial statements & budgets
• Prepares job pricing and service proposals
• Assures that all increased costs are recovered through an active rate increase program
• Prepares written evaluations of staff and recommends salary adjustments
• Complies with the Code of Business Conduct and assures compliance by all subordinates
• Participates in industry-related organizations
• Bachelors Degree in Business Administration or equivalent combination of education and experience
• Must have a minimum of 3 years supervisory experience managing large projects
• Must have 3 years experience in working with property managers
• Ability to motivate and lead multiple sites and large teams to excel in their job performance
• Strong computer skills required (Microsoft Word/Excel)

Branch Manager Edmonton Resume Examples & Samples

• Oversee day-to-day activities of the branch and its personnel
• Drive initiatives and direct sales force activities to generate sales and improve performance at or above company standards. Conduct field sales training with employees
• Direct efforts of the technical departments (service and installation) to achieve operational and financial goals
• Review and maintain branch P&L, sales activity reports and other performance data to measure productivity and goal achievement to determine areas needing improvement utilizing basic understanding of company-wide operational and financial goals
• Prepare annual budget, manage revenues and expenses, drive new customer acquisitions, and manage and prepare reports to document results. Authorize all expenditures handled directly by the branch in adherence to annual budget
• Determine staffing requirements, interview, hire, develop, train, and manage new employees, or oversee the personnel processes. Ensure all branch employees are properly trained and licensed based requirements. Coach and mentor staff to ensure readiness to level progression. Review and authorize all branch personnel changes as deemed appropriate. Manage all employee performance reviews and ensure they’re completed in a timely manner
• Manage adherence to all company policies and procedures and ensure that all areas of branch and employee safety are obtained. Make contributions to those procedures as appropriate
• Consult with the Sales Development Managers on all sales and growth activities and opportunities that will positively affect branch sales and recommend local growth activities and opportunities
• A minimum of five (5) years experience in operations management, including financial P & L accountability, recruiting, and training and development are required. Must have strong sales experience in a relative field and exceptional customer service skills
• Leadership technique and coordination of people and resources
• Mathematical and reasoning skills
• Ability to contribute to a high-performing, motivated workgroup by applying interpersonal and collaboration skills to achieve project goals and realize value
• Ability to perform cross-departmental functions
• Must be a self motivated individual with strong analytical and problem solving skills
• Working knowledge of ADT operating systems
• Proficiency of Excel and Access

Branch Manager Intake Resume Examples & Samples

• Creating a positive working environment
• Championing CIBC in the Community
• Encourage employees to quickly resolve client complaints, and to escalate where necessary
• Set and execute sales appointments with key decision makers who hire at prospective clients
• Develop, write and present solutions based proposed services to potential clients
• Conduct and attend local networking and marketing events to generate additional leads and referrals
• Manage all onboarding activities to ensure compliance
• Exceed required monthly quotas and new account goals

Branch Manager, VP, Las Tunas Resume Examples & Samples

• Candidates fluent in Mandarin are highly preferred
• The branch manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, specialty segments such Cash and Save, Priority etc
• Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word
• In addition, current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred
• Develop full knowledge of assigned sales territory
• Develop and implement strategy for achieving necessary sales results
• Ability to respond in a timely, positive and creative manner to last minute needs from drivers and customers
• Handle scheduling needs from clients both just in time and future
• Must be able to multi task and effectively manage their time
• Develop relationships with employees, clients and internal staff
• Excellent Sales Skills Needed
• Learn, understand, and follow policies and regulations
• Lead, train, and develop staff

Branch Manager, Dumbo, Brooklyn Queens, NY Resume Examples & Samples

• Manages the delivery of customer first service excellence
• Responsible for the administration of sales, service, operational efficiency, risk applications, internal control and Human Resources management activities to meet bank objectives for the branch
• Focuses on increasing Bank products and services, sales, number of clients, its business relation with the bank and always following the established policy and procedures
• Proven capacity to manage a sales process within an incentive based environment
• People management with strong leadership
• Communication and presentation
• In depth knowledge of the full range of barclays retail product and service and an overview of corporate and small business service
• In depth understanding of the technical support system’s: Brains, Winfos
• Detailed understanding of the retail network business processes and operating procedures through knowledge of operating instructions and audit requirements
• Good understanding of barclays risk policy
• Awareness of Barclay’s retail strategy, operating structures and interfaces
• 6-10 years of Branch Management Experience
• Team Leader Experience
• Selling Skills
• Lead a team of recruiters who will recruit, interview and match candidates with our clients' temporary assignments, temp-to-hire and direct hire opportunities
• Direct the staffing sales efforts of the Business Development team, as well as make personal sales contributions including lead generation
• Ensure client retention by conducting business reviews, customer surveys, appreciation events and relationship development
• Maintain responsibility for the branch's Profit & Loss (P&L) and budget
• Responsible for ensuring completion of all required reports and detailed documentation, including timely entry of data into Volt's automated systems. Maintain consistency and integrity of data
• Handle general Human Resources functions such as compensation, WOTC, UI, wage and salary, fair employment practices and other regulations regarding employment including performance reviews, disciplinary actions and terminations of in-house employees
• Conduct daily open order, daily "WIN" and candidate availability meetings
• Perform functions of any staff position within the office as necessary to achieve branch goals and coverage
• Management experience in staffing and recruiting, ideally within light industrial and clerical service lines
• Demonstrated success leading staffing sales & recruiting teams to achieve and exceed revenue and profit expectations
• Strong communication, organizational and time-management skills
• Bachelor's Degree preferred. An equivalent combination of education and experience may be considered

Branch Manager PCS Resume Examples & Samples

• Support business development initiatives for the Care Center
• High School Diploma/GED, Bachelor’s Degree preferred
• Two years of branch or department supervisory experience required
• Two or more years in Process and team management
• Two or more years in Client Facing experience
• One or more years of Business Development experience preferred
• One or more years in Reporting experience
• Intermediate in Microsoft Excel
• Home Care or Staffing Experience preferred
• Experience with after hours on-call service is a plus
• Excellent verbal and written communication skills, as well as interpersonal/listening skills are required
• Ability to work effectively with all levels of employees
• Must exhibit effective conflict management and negotiation skills

Branch Manager, Michigan Region Resume Examples & Samples

• A minimum of 5 years of experience managing an operation with full P&L responsibility—preferably in a route-oriented, service environment
• Ability to relocate within Michigan and Ohio
• Strong leadership skills in mentoring, coaching, motivating and training
• Proven ability to achieve profitable revenue growth
• Ability to cultivate new business opportunities
• Strong Microsoft Office skills
• Bachelor Degree a plus

Commerical Branch Manager Resume Examples & Samples

• MUST HAVE a Bachelor's in Business Administration, Finance or a related field and 5+ years of banking management and lending experience.A combination of education and experience may meet requirements
• Working knowledge of banking management techniques and lending concepts
• Full use and/or application of basic branch management principles, theories and concepts
• Must have new account experience and business development acumen
• Must have solid knowledge of mathematical calculations and standard banking products, services and transactions
• Must have solid knowledge of all retail products, services and consumer lending applications
• Proven customer service, interpersonal and communication skills, both verbal and written
• Solid problem resolution, negotiation and communication skills
• Ability to manage staff
• Must Have cash handling experience
• Strong attention to detail and time management
• Nice to have Bilingual skills – Mandarin Chinese

Branch Manager Sugarland, TX Resume Examples & Samples

• 2- 4 years’ experience with 2+ years’ experience directly handling escrow transactions as an escrow assistant or in a related field
• To perform this job successfully, an individual should have knowledge of Microsoft Office applications
• Ability to read and interpret documents such as guidelines, operating and maintenance instructions, and procedure manuals
• Oversee branch operations, including hiring, training, scheduling, and facility management
• Perform Personal Banker duties as necessary
• Manage the sales performance of the banking center staff by conducting coaching sessions, overseeing staff development, and addressing employee performance issues as needed
• Resolve escalated customer matters
• Bachelor’s degree or equivalent retail banking experience
• Previous retail banking and managerial experience
• Previous business development experience and experience working with small business customers
• May require NMLS certification
• Plan, administer and control budgets relating to the Geomatics operation of the Regina office
• Perform business development activities in order to generate revenue and create business relationships
• Manage internal and external clients’ expectations regarding safety, quality, and performance
• Manage surveying projects in conjunction with other department managers based in Regina to ensure a profitable division
• Quality assurance - performance assessments and process improvements
• Manage client relations
• Graduate of a Geomatics program from a recognised institution
• Preference would be given to a Professional Land Surveyor holding a designation in Saskatchewan or in another jurisdiction with the willingness to become licensed in Saskatchewan
• An understanding of laser scanning, UAV, GIS/mapping and other alternative tools and processes, as well as, previous experience working in a survey capacity on large infrastructure / transportation projects in the region would be assets
• 10+ years’ of experience at the professional level
• Strong business development, survey, project management, and financial management background
• Exceptional people management and relationship building skills
• Excellent communication, organizational, and management skills

Branch Manager Surface Rentals Resume Examples & Samples

• Ensures Health and Safety is the number one goal “lead by example” following policies, processes, and act in a safe manner at all times to ensure everyone arrives home safe
• Review operational and financial reports with particular attention to operational problems, customer concerns, and regulatory compliance and safety issues, and provide operational input
• Monitor overall branch performance and actively work with sales on new opportunities and pricing to ensure job profitability. Customer billing, month end financial close, revenue and EBITDA forecasting and managing the branch P&L are key aspects of the position
• Conduct periodic field visits to inspect the equipment and working environment and foster business relationships with our customers in the region
• Monitor safety statistics and ensure compliance with reporting procedures regarding accidents/incidents and reporting. Branch Manager is responsible to review all safety incidents, participate in safety investigations and provide corrective actions and discuss incidents with peer group monthly during incident review call
• Prepare annual budget, based on market projections, needs for equipment, R&M, capital expenditures and fleet additions including the enforcement of cost controls and general efficiencies to ensure achievement of financial targets and profit margins
• Effective communication and leaderships skills will be required to lead 10-40 employees depending on activity levels in the region. Branch Manager is also responsible to work closely with shared service groups within the organization, HR, Transportation Compliance and Finance
• Monitor equipment repairs and parts inventories and general purchasing process to ensure quality and cost effectiveness while ensuring 100% compliance with regulated certification requirements for equipment and personnel training
• 3-5 years of experience in a management position
• 3-5 years in Oil and Gas service industry
• Experience in Solids Controls or Surface Rentals
• Excellent ability to use PC applications, proficient in Excel
• Responsible for the operational excellence of the MIT branch
• Accountable for supervision and development of the escrow team within the branch
• Monitor/measure workload, quality of output and overall performance of the branch
• Make continuing improvement on cost reduction, process efficiencies, increased output while maintaining reduced errors
• Responsible for monthly customer service scores of the branch
• Coordinates closing dates with customers, as necessary within the Division
• Ability to interact with the Builder Division and M/I Financial, LLC, resolving any pre-closing issues
• Ability to interact with MIF Post Closing Department, resolving any post-closing issues
• Reviews title commitments and relays curative requirements to parties involved
• Reviews and ensures the work performed by Escrow staff is in compliance with generally accepted practices
• Reviews appropriate documents for timely submission to the county recorder
• Bachelor's Degree and 5 years of related experience
• Knowledge of title insurance practices
• Proven leadership abilities and demonstrated ability to successfully coach and develop staff
• Ability to manage conflict
• Must create and maintain positive relationships with M/I Homes Divisions, M/I Financial Branches, M/I Financial Corporate Underwriting and Post Closing Departments

Surety Branch Manager Resume Examples & Samples

• Working closely with the Home Office and branch staff in the underwriting process. Make underwriting and production recommendations and decisions according to established parameters
• Work with Sr. Management, staff, and agents, to meet overall department and branch goals
• Operate within the branch structure and help train surety team members
• Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the branch office objectives
• Providing training, coaching, development and motivation for branch personnel
• Review and monitor all assigned account files, reports and documentation to ensure rate compliance and underwriting guidelines
• Maintain complete and well-documented account files
• Developing forecasts, financial objectives and business plans
• Responsible to ensure timely collection of premium
• 5+ years of surety underwriting experience
• Strong written, oral and interpersonal skills
• Assist in training team members
• Travel territory frequently to visit producers and accounts
• Maintain existing and develop new business relationships
• Must have a high degree of knowledge in both contract and subdivision surety underwriting
• Must be detail oriented, organized, and possess strong and effective analytical and interpersonal skills
• Knowledge of word processing software; spreadsheet software, project or contact management systems with experience in using Excel, Word, Outlook, and other Windows software
• Registered as a Supervisor and Registered Representative with IIROC as well as a Branch Manager with the MFDA
• Responsible for Tier 1 supervision
• Assist with investigations related to complaints and regulatory inquiries
• Perform branch audits/examinations under Manulife Securities audit program
• Identify and escalate any areas of non-compliance
• Review and approve new accounts
• Build on the strength of the compliance team by actively participating in team meetings, contributing toward team goals and participating on projects
• Professional background in the financial services industry preferably with an IIROC or MFDA dealer (minimum of 3-5 years)
• Completion of the CSC, CPH and Branch Managers courses
• Must qualify to be registered with both IIROC and MFDA
• Organizational and prioritization skills to be able to work in a multitasking environment
• Strong communication ,interpersonal, negotiations and influence skills
• Highly developed conflict resolution skills
• Comfortable making presentations to groups
• Bilingual, English and French, spoken and written

Branch Manager Montreal East Resume Examples & Samples

• Build lasting relationships with branch clients through various acquisition and retention activities
• Based on your academic background, at least 8 to 10 years' experience in managing and coaching a sales team and in sales and business development in the financial industry
• College diploma and 10 years' experience
• University certificate and 9 years' experience
• Master's degree and 5 years' experience
• Bilinguism French and English (spoken and written) required

Producing Branch Manager Resume Examples & Samples

• Actively recruit and hire successful candidates for Originator roles
• Supervise and mentor Originators in the Branch
• Supervise and mentor processors and support staff within a branch
• Manage Branch revenue and expenses to meet the Company's objectives
• Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
• Procure new loan applications that result in funded loans
• Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures. This must be done in coordination with processing as well as underwriting
• Adhere to all Envoy standards, including, but not limited to production minimums and customer service
• Educate borrowers on current offerings and programs for which they qualify
• Stay current on personal finance principles in order to offer comprehensive mortgage
• advice to clients
• Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan
• Present complete and accurate files to the Processor
• Coordinate the flow of information to all concerned parties
• Prospect for new loan applications by meeting with and presenting products to
• potential referral sources such as realtors, CPAs, financial planners and past clients
• Stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines
• Maintain contact with past clients to promote Envoy's products
• Ensure all marketing is performed in a manner that is compliant
• Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
• Comply with local, state and federal laws regarding position
• Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's
• core values in mind
• Any additional duties that may be assigned by the Regional Vice President
• Must hold State NMLS or obtain applicable State license within 60 days of employment or employment will be terminated
• Bachelor Degree or higher preferred
• One to three years related Branch Management experience
• Demonstrated proficiency in management/motivation of employees
• Commitment to high standards and adherence to company policy
• Strong organizational, problem solving and analytical skills
• Ability to manage priorities and workflow
• Proven leadership skills
• Ability to make timely and sound decisions
• Creative, flexible and a team player
• Ability to communicate professionally and effectively in person/phone
• Satisfactorily pass background check

Branch Manager of Surabaya & Denpasar Resume Examples & Samples

• Controlling and monitoring DSO, billing and collection incl. aging accrual cost and income
• Keep good relationships with customers, carriers, customs and all concerns Surabaya operations activities
• Strategy preparation and execution to achieve company growth targets in Jawa Timur
• Work closely with Product Management and sales to set up financial and volume targets and support Key Account business development in the respective area

Allied Universal Branch Manager Resume Examples & Samples

• Proven track record of excellence in customer service and financial management
• Superior, world class interpersonal and communication skills as well as solid writing skills
• Proficient in web-based applications, computer systems and programs (Microsoft Word, Excel and PowerPoint), to effectively edit and create reports, database entries and presentation materials
• Willingness to attend professional networking or community events
• Keep records and prepare accurate and timely feedback

Asst Branch Manager / PB Resume Examples & Samples

• Profiles customers to determine and recommend appropriate S&T loan and deposit products
• Exercises lending authority within lending limits
• Prepares loan applications using Banker Insight software, and either produces loan documents or coordinates loan document preparation
• Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents
• Uses a combination of Service and Trust skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the trust, discount brokerage and commercial loan departments when appropriate
• Follows up on loans and deposit accounts opened, and corrects deficiencies or document exceptions
• May call on new and existing customers to generate new business
• Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
• Performs other duties as assigned, and as necessary to support the successful operation of the branch
• A score of 85% or better on the Personal Banker Product Knowledge Test including questions on loan and deposit products, as well as operational, regulatory and compliance details of opening accounts
• Successful completion of the Banker Insight Proficiency Test with a score of 85%, which will include navigation and use of the software as a sales tool
• Completion of S&T Bank Consumer Lending course with a score of 80% or better
• 10 deposit and 6 loan accounts opened per month for 3 consecutive months
• Attaining 90% or better on Sales Observations
• 1-2 years: One to two years of experience
• Drive sales team towards achieving/exceeding sales metrics
• Develop and coach the sales team
• Establish long-lasting relationships with customers in order to maintain high customer retention and satisfaction
• Oversee operational functions of the Branch
• Generate strategic and innovative ideas in order to drive new business development

Branch Manager, Barrie Ontario Resume Examples & Samples

• Handle complaints and provide branch employees with the necessary support to ensure that complaint resolution results in improved client satisfaction
• Manage transactional activities as necessary
• University certificate and 7 years' experience

Branch Manager, Briovarx Infusion Services Resume Examples & Samples

• Accountable for driving the branch to achieve and surpass productivity, profitability, cash flow and business goals & objectives
• In partnership with GM, directs short-term and long-range planning and budget development for the branch to support strategic business goals
• Accountable for compliance with state and federal Pharmacy & Nursing regulations for branch location
• Participates in the interviewing, hiring, training, and firing of employees
• Participates in business development activities to support development of functional, efficient, and patient-oriented programs for the branch
• Ability to meet attendance, overtime, on-call, and other reliability requirements of the job
• 5+ years of operational management experience
• Analytical, planning, forecasting and budgeting / financial experience
• P&L Oversight
• Strong patient service orientation
• Experience managing multiple, complex priorities within demanding time-frames

Branch Manager Briovarx Infusion Services Resume Examples & Samples

• Communicates as needed with appropriate Corporate leadership concerning new developments and/or problems within the local branch and/or market
• Provides guidance and leadership through direct and indirect management of Intake, Nursing, and Pharmacy as a cohesive process of patient care
• Home health care, health care, hospital or related experience
• Strong analytical, planning, forecasting and budgeting / financial skills
• Possess a strong patient service orientation
• Respectful and outstanding leadership skills that motivates staff to exceed expectations
• Experience articulating a vision and strategy in a way that inspires and motivates a team and focuses their energy on achieving business goals
• Proven ability to lead a proactive clinical & sales organization and ensure accountability for results that maximize contribution to business objectives
• Branch Management or past GM experience

District Branch Manager Resume Examples & Samples

• Create, in consultation with Managing Principal, an Annual Business Plan and monitor through Quarterly Review Process
• Manage the day to day operations of the branch
• Increase revenue and assets under management
• Demonstrate, observe and confirm development opportunities are offered to assigned advisor(s) for use in their individual practices
• Develop and work with Managing Principal to implement new advisor recruitment plan
• Develop external relationships, collaborations, agreements and partnerships for Financial Advisor referral sources
• Develop, implement and manage system for tracking incoming recruitment calls and referrals
• Effectively communicate and have understanding of recruitment and referral process and techniques
• Interview and assess Financial Advisor candidates
• Make recommendations to Managing Principal regarding Financial Advisor candidates and actively participate in selection process
• Participate in the negotiation of compensation and initial affiliation terms with Financial Advisors
• Provide input and solutions to develop, monitor and/or revise the Company’s recruitment and selection systems, policies and procedures
• Prepare and distribute timely reports and tracking regarding recruitment and selection of Financial Advisors
• Analyze recruiting yield and identify populations and areas for Financial Advisor recruitment
• Manage branch office expenses and profitability
• Communicate effectively both orally and in written form
• Monitor and effectively resolve conflict
• Lead change management in a dynamic environment
• Complete District Branch Manager Training Program (administered at division level) and attend manager training functions
• Possess and demonstrate leadership attributes such as integrity, honesty, trustworthiness, inspiration, encouragement and humility
• Professional development of district members (and others as designated by the Managing Principal) through offering field training, classroom training, product knowledge, sales skills and financial planning training
• Support and execute corporate initiatives as defined by company management
• Report management activity as required by Managing Principal and Regional Vice President
• Foster mentoring activities within the district office
• Provide sales support, supervision and leadership of advisors for use in their personal practice through offering activities such as focus meetings, quarterly and year-end production reviews
• Handle/oversee administration, operations and project management of branch office(s)
• Responsible for all delegated field supervision of advisors and support staff. Work closely with FAD OSJ as delegated by the Managing Principal to support the firm’s multifaceted supervisory platform, in part, by

Branch Manager, Collingwood Ontario Resume Examples & Samples

• Motivate your team to ensure a superior client experience
• Act as a Business Unit Compliance Officer (BCO) to supervise all Mutual Fund Representatives (MFRs) assigned to the unit and ensure that all transactions comply with suitability and compliance rules
• Based on your academic background, at least 3 to 8 years' experience in managing and coaching a sales team and in sales and business development in the financial industry
• Bachelor's degree, Finance option, and 5 years' experience

Branch Manager, Lavaltrie Resume Examples & Samples

• Meet the branch's expected financial contribution (based on the regional business plan) by presenting it to your team and identifying the expected behaviours and sales activities
• Ensure that members of your team apply and adhere to the established rules of engagement regarding client segmentation, referrals, transactions, risk management, regulatory compliance and branch procedures
• College diploma and 9 years' experience
• Mutual fund representative (MFR) licence

Licensed Branch Manager Resume Examples & Samples

• Maintain proper office notifications as it pertains to originations, marketing and employment
• Responsible for communication and implementation of company policies and procedures at the Branch level
• Field inquiries, phone and email, from solicitations received by the branch
• Responsible for producing personal loan volume at or above target expectations
• Develops and Maintain active recruiting database
• Promotes Ditech brand in assigned geography; support efforts that enhance the Brand
• Manages expenses for branch within plan requirements
• Complete performance reviews and improvement plans at designated milestones
• Identifies new business opportunities in order to meet Branch goals
• Working knowledge of Originations and all applicable applications in the application process
• Support agents with loan origination questions and concerns
• Answer questions related to policies and procedures or use of desktop systems
• Working relationship with Operation, Underwriting, Compliance and Marketing departments, keeping abreast of current processes and guidelines
• Assist Consumer Lending Compliance in identifying Policy and Procedure gaps
• Represent Sales on special projects
• Assist with testing of new Encompass & IMP Releases
• Performs all other duties and projects assigned
• Energetic and inquisitive, quick learner, takes initiative
• Fluent in Microsoft Office – Excel, Word & PowerPoint
• Ability to influence others and work effectively in a cross-functional matrix environment
• Working knowledge of Encompass preferable
• Acting Pharmacist in Charge
• In partnership with VP, directs short-term and long-range planning and budget development for the branch to support strategic business goals
• 5 or more years of operational management experience
• Clinician experience (pharmacist or nurse)

Branch Manager / Directeur de Succursale Resume Examples & Samples

• Four (4) years in automotive, financial services or related industry required
• Two (2) years in supervisory or management position required
• Have a basic understanding of financial statements
• Good organizational, clerical and verbal/written communication skills
• Telephone, computer literacy, software competencies; specifically Customer Relationship Management (CRM) systems
• Motor vehicle operator required
• Notary preferred

Branch Manager, Beauport Resume Examples & Samples

• Act as a Business Unit Compliance Officer (BCO), overseeing all Mutual Fund Representatives (MFRs) assigned to the unit and ensuring that all transactions comply with suitability and compliance rules
• Bachelor's degree and 7 years' experience
• Be a Business Unit Compliance Officer (BCO) or become one within 3 to 6 months of hiring

Branch Manager Tier Resume Examples & Samples

• Create a Service Environment: Build and promote branch identity, drive sales and promote overall ownership and accountability for improving customer service and branch success
• Provide sales leadership to ensure franchise growth: Leading by example, through accountability, reward and recognition to drive outstanding sales and service results
• Bring apositive energy and confidence to Citizens every day
• Leadership experience; successful record of coaching and mentoring colleagues to improved results
• 4 years sales management experience in Retail or Branch Banking environment
• Proven ability to manage objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
• Supervise and coach the team to achieve sales excellence, ensure the delivery of world class customer service as well as operational integrity
• Maintain strong partnerships with community & civic organizations
• Adaptability, flexibility and ability to work branch hours, including some weekends and evenings
• Experience managing a branch with an FTE count up to: Tier I – 8 or more preferred; Tier II up to 7 or more; Tier III up to 7 or less; Tier 4 up to 6 or less
• For Multi-Site locations qualified candidate will be skilled in remote or multi-unit management
• For an Evergreen position your assigned location will be determined within 90 days and could be in an In-Store or Traditional branch
• Holding others accountable
• Business partnering
• Talent sourcing & assessment

Branch Manager, VP, Seattle Resume Examples & Samples

• Responsible for the achievement of both assigned Branch and individual sales and profitability goals
• Implement branch sales plan, develop Branch staff and lead sales activities
• Maintain Branch at approved staffing level
• Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities
• Strategize and implement a course of action to acquire, retain, and deepen the Branch's customer base
• Provide solutions for complex or difficult customer issues
• 30% - Branch Operations
• Oversee branch operations in conjunction with the Assistant Manager
• Provide back-up in operations as needed and maintain proficiency in operating policies and procedures
• Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements (if needed)
• Exercise sound judgment when processing customer transactions and providing approvals

VP-branch Manager, Fullerton Resume Examples & Samples

• Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the team including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training
• Supports the company’s philosophy of Building Excellence; promotes the corporate culture through coaching, guidance, and staff motivation
• Assumes responsibility and is accountable for the operational compliance within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR filing, suspicious activity reporting, elder abuse reporting, and staff adherence to company policies and procedures
• Works with staff to ensure excellent customer service and sales. Leads staff to accomplish company goals
• Identifies and implements marketing strategies and plans events to support sales
• Handles customer service issues and assists customers with special issues, questions, new accounts, and IRA’s
• Performs and reviews, as needed, all the duties of the branch operations staff to ensure audit compliance
• Oversees daily check scanning, vault settlement, and ATM settlement, night drop deposits, and assists with opening/closing branch procedures
• Monitors and works negative balance report, Reg. D excess transfer activity report, and maturing CD Report
• Works with customers to collect on negative balance accounts
• Approves wire transfers up to designated limit and approves exceptions to new accounts, check holds, and CD discretionary rate adjustments
• Meets with potential, new, and existing customers outside the office for lunches, sales calls, and on-site visits in order to foster relationships
• Delegates day to day operations to the Branch Service Manager, Customer Service Officer, or other branch personnel
• Participates in community affairs to increase the company's visibility and to enhance new and existing business opportunities
• Coordinates with Compliance and Branch Administration regarding responses for independent third party and regulatory audits; ensures deficiencies identified from such audits are corrected
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
• Advanced experience, knowledge and training in progressively responsible branch management and supervisory activities, financial statement and tax return preparation, and all lending activities and terminology
• Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
• Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
• Ability to cross-sell and explain all Company products and services with confidence and authority
• Ability to make decisions that have moderate impact on the immediate work unit
• Ability to organize and prioritize own work schedule and the work schedules of others on a short-term and long-term basis
• Ability to work with no supervision while performing duties
• Bachelor’s Degree from an accredited college or University and a minimum of 10 years’ of related experience and/or training. Work related experience should consist of branch management operations and/or lending experience within the financial services industry
• Prior experience in a Supervisory position preferred
• Current California driver’s license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities

Branch Manager, Lasalle Resume Examples & Samples

• Act as an ambassador for the Bank within the local community and build profitable relationships with primary business partners
• Bachelor's degree and 6 years' experience
• French (spoken and written), English, an asset
• Facilitate an engaging environment in which agents are inspired and feel supported
• Knowledge of personal lines products and services preferred
• Proven success with prior sales or service or related experience required
• Must possess highly effective oral and written communication skills, including group and individual presentation, persuasion, negotiation and customer service skills

Group Branch Manager Resume Examples & Samples

• Minimum 10 years of branch management experience in a branch environment
• Minimum 7 years of supervisory experience required
• Minimum 7 years of experience performing lending and business development activities
• Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
• Strong managerial skills with emphasis on planning, organization, leadership and execution
• Comprehensive knowledge of all phases of branch management, including customer service, sales and risk management
• Thorough knowledge of lending as applicable to branch's target markets
• Knowledge of Bank policies and procedures and advanced knowledge of overall Bank products
• Promote and model the company standard of always doing what is best for the customer by providing recommendations to improve the financial quality of their life. Ensure an excellent customer experience by being knowledgeable of all bank products and services, providing outstanding customer service, and resolving problems to prevent customerdissatisfaction
• Ensure collaboration between branch team members and business partners (MLOs, FCs,and Business Bankingpartners)
• Ensure operational efficiency and accuracy as it relates to policies, procedures, compliance, origination, corporate audits, feerefunds, work schedules, and overall branch operation
• 2 years branch banking management experience required (Assistant Manager experience can be applied)-OR-1 or more years of branch manager experience and 2 or more years retail (non-banking) sales management experiencewithproven results
• Desire and willingness to call on prospects and existing clients for sales opportunities.Proven sales execution
• Internal Use Only: Band G
• 60% - Sales and Branch Management
• Effectively manage the branch budget
• Maintain proficiency in new account opening systems and procedures
• Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees
• Prepare frequent updates and communications to senior management on Branch sales and profitability results
• Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures
• Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs
• Ensure customer information meets bank and regulatory documentation

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Branch Manager Resume: Free Samples, Top Tips & Guide

If you are investing in pursuing a career as a branch manager, the first thing you’ll need to do is create the type of resume that draws the interest of potential employers.

The right resume format, a strong profile summary, and demonstrating exceptional management and coordination skills  are among the essential assets of the professional document that we will cover here. 

So, ask yourself the following questions as you begin:

• Firstly, how can I describe my experience for an attention-grabbing resume summary or objective?
• Secondly, what are the main achievements that I can highlight in my resume?
• Finally, which hard and soft management skills should I definitely include?

Access our free online resume builder and even find a professional template you can use for a branch manager resume to ensure you’re generating your best document.

Check Out This Branch Manager Resume Sample

Spending some time reviewing branch manager resume examples like this one is definitely time well spent!

[ Thomas M. Drysdale ]

[ Branch Manager ]

[Los Angeles, CA 90002   |   310-555-6271 | [email protected]]

Accomplished, results-driven Branch Manager dedicated to delivering top client services. Thorough knowledge of financial services, credit and loan products, and bank operations with 15+ years in the financial industry. Served as the original Branch Manager of First L.A. Bank and created a profitable institution within three years. Ability to manage and train 30+ employees at the teller and management levels.

Branch Manager

07/2017 to Present day

Clampett Credit Union, Los Angeles, CA

• Oversaw staff of 10 bank tellers and two branch manager trainees.
• Managed branch with an average of $12M in monthly deposits.
• Monitored daily balance transfers, deposits, and withdrawals to ensure proper procedures and account for all money in the branch.
• Reduced branch expenses by 40% over the first 3 years by implementing a new supply order system, streamlining the loan application process, and revamping the employee schedule to better manage overtime.
• Ensured compliance with bank policies and procedures.

Assistant Branch Manager

10/2015 to 06/2017

Hathaway Financial Inc., Los Angeles, CA

• Established process for building leads for new loans, resulting in a 15% increase in loan closings.
• Introduced new training programs for bank tellers and loan officers, resulting in a 20% increase in staff retention.
• Closed an average of 38 loans per month, a 7% increase as compared to the three-year period prior to filling the assistant branch manager role.

Bachelor of Science in Business Administration – Finance option

California State University Long Beach | Long Beach, CA

08/2012 – 07/2015

• Credit reporting
• Sales management
• Staff management
• Financial analysis
• Revenue reporting
• Organizational skills
• Problem-solving
• Clear verbal and written communication

Certifications

• Certified Branch Manager (CBM), AAIFM

Additional Activities

• Treasurer, local Rotary Club
• Assistant coach, Los Angeles Little League

You can certainly take a branch manager resume like this to the bank!

Take Your Branch Manager Resume Format into Account

With an average of about seven seconds for hiring managers to scan your resume, one thing that needs to stand out is your document’s format . What’s more, the proper format is also necessary if your application goes through an ATS (applicant tracking system).

Is your resume reverse-chronological  (most recent information first)? Have you used the right keywords? Are the font and layout ATS-compatible, if necessary?

Save and submit your branch manager resume as a PDF file so that it does not lose its format.

Indeed, look over our professional resume templates to help ensure you are producing the right type of branch manager resume.

Deposit Eye-Catching Details in Your Resume Summary or Objective

Undoubtedly, you can draw interest to your branch manager resume with a solid summary or objective.

This is often the first place a hiring manager will look, so it’s important to highlight your experience, strongest skills, and a top accomplishment or two so you can immediately be evaluated as dedicated, hardworking, and successful.

So, here are some branch manager resume examples to  illustrate what to avoid and what to emphasize in yours.

Experienced Branch Manager with the ability to provide excellent customer service and productivity in the banking industry. Strong planning, team building, and leadership skills. Proven ability to explain various financial strategies to increase sales.

You won’t get much of an interest rate with a summary like this. There are simply not enough details : How experienced are you? Which financial strategies are you adept at explaining? How much of an impact did your “proven ability” have on sales?

Accomplished Branch Manager with 10+ years of experience successfully leading top institutions in the banking industry. Helped the branch of a leading credit union increase product sales by 35% over a 2-year period. Excellent ability to train and motivate employees, leading to an average increase of 15% in staff retention.

Evidently, that’s the kind of branch manager resume summary that can earn some compound interest! Moreover, it is backed up with measurable information and detail.

Writing an Entry-Level Resume Objective

If you are a recent graduate, or lack experience within management or related areas, a resume objective will be more suitable for you. Look at our post on how to write a resume objective for more information on how you can make yours stand out against the competition.

Our resume examples are also a good place to get a good understanding of how to put together your branch manager summary or objective.

Cash In With Your Detailed Branch Manager Work History

It’s important to be on the money when you market yourself with your branch manager resume, and perhaps no section is as important as your work history.

Done right, the experience section of your branch manager resume can yield great results; done poorly, your document could be the equivalent of a voided check.

Second Beverly Hills Bank | Beverly Hills, CA

08/2018 – 09/2021

• Oversaw daily bank operations.
• Trained bank tellers.
• Assessed new loan products.
• Handled customer concerns.
• Ensured adherence to bank policies.

This example is not exactly a solid endorsement of your abilities or experience. Similar to the previous summary example, it lacks the specifics .

• Promoted to Branch Manager from Assistant Branch Manager October 2020 due to excellent customer service and an 18% increase in branch revenue Q1 – Q3 2020.
• Managed and trained staff of 11 bank tellers, two loan officers, and one assistant branch manager.
• Led bank to its highest-ever customer satisfaction rating from 2020 – 2021, attaining a 4.8 rating through new teller protocols and streamlined new account process.
• Reduced branch risk on loans by 11% by revamping the loan review process.
• Developed promotional strategy for branch savings accounts, leading to a 23% increase in enrollment Q3 – Q4 2020.

An entry like this could deposit your branch manager resume to the top of the candidate list! Why? Because it includes the data to back up the claims.

Earned a Degree? Put all the Details in the Education Section

Taking college courses in finance, management, accounting, and business can help you build a foundation for the skills and knowledge necessary to succeed as a branch manager. 

With this in mind, if you earned a relevant degree, be sure to include the degree name, name of the institution, and dates attended on your branch manager resume.

If you are creating a branch manager resume with little to no experience, you could add extra details such as relevant coursework and your GPA. Do not list your GPA unless it is 3.5 or higher.

Is Your Branch Manager Skills Section on the Money?

You can’t cover a check if you have insufficient funds…and you can’t impress any potential employer if you have insufficient skills to handle the managerial tasks of a branch manager.

Listing about 12 skills makes for a sturdy section here. You could break the list up between hard and soft skills or simply list all the skills together. 

A few hard skills that are usually important to list on a branch manager resume include risk management, financial management, loan applications, and regulatory compliance. Working knowledge of various bank products such as savings and checking accounts, CDs, and online banking options are a huge plus.

Typical soft skills appearing on a branch manager resume might include communication skills , organizational skills, relationship building, customer service, decision-making, collaboration, and analytical skills.

Tailor your resume to match skills sought by specific employers.

A branch manager template may be just the thing you need to make sure your document is professional and meets all requirements. Check out our resume templates for one that best matches what you need.

Balance Your Branch Manager Resume with Other Sections

Anything that further supports your managerial abilities and experiences is important to add, and here’s where other sections come in handy.

Professional memberships in banking or financial associations, volunteer positions, certifications in the field, and responsibilities in civic organizations are great examples of information you might add in additional sections of your resume.

🌟 Featured content: Serve as treasurer of your local rotary club? Manage your neighborhood homeowners’ association? Recognized for outstanding work in a bank or credit union? Put those details in Other sections of your branch manager resume.

Even activities not related to your branch speciality can be included, such as speaking another language fluently, coaching a Little League team, or publishing an article in a business magazine. These all still relate to management.

Key Points to Take away

Now that you know what it takes to put together the kind of branch manager resume that gets noticed, it’s time to draw on the bank of that knowledge and get started .

Let our online resume builder guide you! There are also templates that can be downloaded in Word or Google Docs.

As you create your branch manager resume, be sure to:

• Use a professional format , including headings and font sizes, white space, and use of the right keywords , particularly for ATS purposes.
• Secondly, formulate a branch manager resume summary or objective that is the equivalent of a firm handshake and notes a few of your strongest abilities and accomplishments.
• Then, mention every major success and list all duties that best align to what a potential employer is seeking in your work history.
• Later, include any postsecondary degree earned and add a list of relevant courses if you lack work experience.
• Be sure to add your strongest hard and soft skills .
• Finally, do not forget any additional details that shed light on your versatility and dedication , such as professional awards, memberships, or certifications.

Follow our tips and build your best resume, and you’ll be lining up the interviews for those coveted positions in no time!

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Bank Branch Manager Resume Examples

Finding a job as a bank branch manager can be challenging, but with the right resume in hand, you can be sure to secure a great job in the banking industry. This resume writing guide will provide examples of resumes for bank branch managers, along with tips for creating a resume that will showcase your skills, experience, and qualifications to land you a job in this competitive field. With the help of this guide and a few steps, you’ll be ready to start applying for bank branch manager positions with confidence.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

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Bank Branch Manager

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am an experienced and highly motivated Bank Branch Manager with a successful track record of managing multiple branches and ensuring profitability. I have excellent communication and problem- solving skills, a strong customer service focus, and a passion for developing and training teams of bank staff. I am well- versed in overseeing banking operations, handling customer service inquiries, and managing team performance. With my extensive experience, I am confident that I am the ideal candidate for the role.

Core Skills :

• Expertise in banking operations and customer service
• Ability to manage and develop successful teams
• Excellent problem- solving and communication skills
• Strong customer service focus
• Proficiency in banking software and systems

Professional Experience :

• Bank Branch Manager, XYZ Bank, 2014 – Present
• Managed daily operations at two branches
• Developed and trained bank staff in customer service, banking operations and sales
• Ensured compliance to banking regulations
• Handled customer inquiries and complaints
• Developed strategies to increase customer satisfaction
• Monitored team performance and identified areas of improvement

Education : Bachelor of Science in Business Management, ABC University, 2010 – 2014

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Bank Branch Manager Resume Examples Resume with No Experience

Dynamic and hardworking Bank Branch Manager with 4+ years of experience in banking operations and customer service. Possess strong sales and customer service skills, and have adept knowledge of banking regulations and principles. Highly organized and detail- oriented professional, with an aptitude for financial administration and problem- solving. Proven ability to manage a sales team and motivate staff to achieve sales goals.

• Strong knowledge of banking regulations and principles
• Excellent customer service and sales skills
• Proficient in developing sales strategies and marketing plans
• Ability to manage a team and motivate staff
• Working knowledge of banking systems and technologies
• Good financial administration and organizational skills

Responsibilities

• Develop and implement strategies to meet financial targets and customer service requirement.
• Oversee banking operations and ensure compliance with regulations.
• Analyze financial data and transactions to identify risks.
• Develop and administer sales plans and strategies to generate revenue.
• Manage and motivate staff to achieve sales goals.
• Assist customers with financial transactions and inquiries.
• Ensure customer complaints are resolved in a timely manner.
• Maintain an up- to- date knowledge of banking systems and technologies.
• Review banking applications and documents for accuracy.

Experience 0 Years

Level Junior

Education Bachelor’s

Bank Branch Manager Resume Examples Resume with 2 Years of Experience

I am an experienced bank branch manager with over two years’ experience in managing branch operations and personnel. I have a proven track record of creating strategies and implementing processes to help increase customer satisfaction, improve profits, and grow the branch. My core skills include excellent customer service, communication and problem- solving, as well as the ability to lead and motivate employees. I am confident that I can bring an unprecedented level of success to your branch.

• Customer service
• Communication
• Problem- solving
• Strategic planning
• Operational management
• Process improvement

Responsibilities :

• Manage branch operations, including staff and resources
• Provide excellent customer service to ensure customer satisfaction
• Create and implement strategies to improve profitability
• Develop and monitor policies, procedures and practices
• Lead, motivate and mentor branch staff
• Track and monitor branch performance
• Analyze and resolve customer complaints
• Develop and implement process improvement initiatives to increase efficiency

Experience 2+ Years

Bank Branch Manager Resume Examples Resume with 5 Years of Experience

Dynamic and results- driven banking and financial services professional with over 5 years of experience in customer relations, loan processing and reconciliation, financial analysis and strategic account management. Proven ability to deliver exceptional customer service and provide innovative solutions to complex banking challenges. Demonstrated expertise in building and managing customer relationships, enhancing customer experience, and cultivating a positive atmosphere.

• Loans Management
• Risk Management
• Banking Regulations
• Business Development
• Customer Service
• Reconciliation Process
• Financial Analysis
• Strategic Account Management
• Excellent Communication
• Problem Solving
• Managed and supervised banking staff, ensuring that all customer service, operational and financial goals are achieved.
• Monitored customer satisfaction and maintained customer relations.
• Facilitated the application and renewal process of bank loans and other financial services.
• Ensured consistent compliance with banking regulations, industry standards and internal policies.
• Developed and implemented innovative strategies to improve customer service and optimize operational efficiency.
• Maintained and reconciled bank accounts, including accurate records of all cash transactions.
• Provided financial analysis and conducted due diligence for new accounts.
• Negotiated terms of business contracts and established strategic partnerships with key accounts.
• Analyzed customer needs and identified opportunities to increase sales and revenue.

Experience 5+ Years

Level Senior

Bank Branch Manager Resume Examples Resume with 7 Years of Experience

Experienced bank branch manager with over 7 years of experience in providing exceptional customer service and maintaining operational excellence in retail banking environments. Proven knowledge of banking regulations, compliance, and cold- calling initiatives. Adept at developing and executing strategies to increase deposits and loans. Skilled in identifying business opportunities and fostering a positive team environment.

• Retail Banking
• Sales & Marketing
• Strategic Planning
• Problem Resolution
• Regulatory Knowledge
• Product Knowledge
• Cold Calling
• Supervising daily operations of the banking branch, including staff, sales, customer service, and financial activities.
• Developing and implementing strategies to improve customer service, increase deposits, and boost loan revenue.
• Analyzing and evaluating customer accounts information to identify and recommend financial solutions.
• Maintaining current knowledge of banking regulations and compliance standards.
• Training and coaching staff to develop their knowledge and expertise.
• Making cold- calls to potential customers and presenting the bank’s products and services.
• Monitoring and enforcing banking regulations and policies to ensure compliance and accuracy.
• Establishing and maintaining relationships with clients to retain and expand business.
• Conducting monthly audits of the branch and providing detailed reports to senior management.

Experience 7+ Years

Bank Branch Manager Resume Examples Resume with 10 Years of Experience

Highly experienced Bank Branch Manager with over 10 years of experience in leading and managing a bank branch. Proven record in increasing customer satisfaction and achieving sales goals, while developing and implementing efficient processes and procedures. Ability to motivate staff, develop strategies, and utilize problem- solving skills to improve operational efficiency.

• Strong financial and operational management
• Excellent customer service and client relations
• Advanced expertise in compliance with banking regulations
• Proficient in Microsoft Office Suite and banking software
• Excellent team working, communication and problem- solving skills
• Managing, directing and motivating the bank branch staff
• Developing and implementing strategies to increase customer satisfaction
• Ensuring compliance with banking regulations and procedures
• Conducting regular performance reviews and providing feedback
• Monitoring daily operations and transactions to ensure accuracy
• Developing and managing budgets and financial controls
• Resolving customer complaints and inquiries in a timely manner
• Preparing and issuing bank statements and other financial reports
• Assisting in training of new staff members and providing ongoing coaching and development
• Identifying and implementing process improvements to enhance operational efficiency
• Developing marketing plans and campaigns to promote the bank’s products and services.

Experience 10+ Years

Level Senior Manager

Education Master’s

Bank Branch Manager Resume Examples Resume with 15 Years of Experience

I am an experienced bank branch manager with 15 years of successful experience in managing teams and operations in the banking industry. I have a solid track record of consistently delivering above- average results in a competitive environment. I am familiar with banking regulations and procedures and have a deep understanding of customer service and sales practices. My versatility and expertise in financial services processes, systems, and technology make me an ideal candidate for any bank branch manager position.

• Supervision and Leadership: Extensive experience in leading teams and managing operations
• Banking Regulations: Comprehensive knowledge of banking regulations and procedures
• Sales and Service: Proven ability to drive sales and deliver excellent customer service
• Financial Technology: Proficient in current banking technologies and financial services processes
• Efficiency: Proven success in streamlining operations and processes to maximize productivity
• Oversee the daily operations of a bank branch ensuring compliance to all regulations
• Analyze financial data and develop strategies to meet or exceed profitability objectives
• Develop and implement successful sales initiatives to increase customer loyalty and drive sales
• Supervise and motivate staff to ensure high quality of service to customers
• Monitor and analyze performance metrics to identify areas of improvement and opportunities
• Foster a positive work environment to maximize team performance and morale

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Bank Branch Manager Resume Examples resume?

A bank branch manager resume should include details about your experience and skills in managing a team and providing excellent customer service. It should also demonstrate your ability to ensure the efficient operation of a financial institution. Here is a list of what should be included in your resume:

• Work Experience: List your experience managing a financial institution, including job titles and the length of your employment. Highlight any experience you have in areas such as customer service, sales, marketing, and operations.
• Education/Certifications: Include any degrees and certifications you have received in the field.
• Skills: List any skills related to bank branch management, such as accounting, customer service, sales, and marketing. Also, list any computer programs, such as Quicken and Microsoft Office, you are experienced in using.
• Professional Achievements: Describe any awards or other recognitions you have received in your career.
• Professional Affiliations: List any professional organizations you are a member of, such as the American Bankers Association.
• References: Include contact information for at least three professional references.

By including this information in your resume, you can show employers that you have the skills, experience, and qualifications needed to be successful as a bank branch manager.

What is a good summary for a Bank Branch Manager Resume Examples resume?

A Bank Branch Manager Resume Examples resume should include a summary that highlights the candidate’s managerial and financial background. The summary should also emphasize the candidate’s ability to lead teams, manage budgets, and build relationships with customers. Additionally, the summary should highlight any relevant experience in areas such as customer service, risk management, and compliance. It should also demonstrate the candidate’s ability to lead and motivate staff and ensure compliance with applicable laws and regulations. Ultimately, the summary should provide a concise overview of the candidate’s qualifications and demonstrate why they are the ideal candidate for the role.

What is a good objective for a Bank Branch Manager Resume Examples resume?

A bank branch manager resume should have an objective that reflects the candidate’s ability to manage the daily operations of a bank branch, as well as their ability to provide excellent customer service. Here are some examples of good objectives for a bank branch manager resume:

• To lead a team of bank staff in managing daily operations and ensuring quality customer service.
• To utilize my knowledge and experience of the banking industry to promote the success of the branch.
• To implement strategies and processes that promote efficiency, enhance customer service, and increase branch profitability.
• To develop and implement effective marketing strategies that increase customer loyalty and market share.
• To coordinate with other departments to ensure seamless customer service and operations.
• To motivate and mentor staff to provide excellent customer service and to increase the branch’s efficiency.

How do you list Bank Branch Manager Resume Examples skills on a resume?

A Bank Branch Manager resume should include a variety of skills and experience related to the role. Here are a few examples of skills and qualifications you may want to list on your resume:

• Leadership: A Bank Branch Manager needs to be a strong leader, with the ability to make decisions and guide employees.
• Teamwork: A successful Bank Branch Manager must be able to collaborate effectively with other departments and staff members.
• Customer Service: The ability to provide excellent customer service is essential for a Bank Branch Manager, as they are responsible for ensuring customer satisfaction.
• Budget Management: A Bank Branch Manager must have experience in budgeting and financial management, to ensure the branch runs efficiently.
• Problem-Solving: Excellent problem-solving skills are essential for a Bank Branch Manager, as they may be faced with a variety of situations that require quick thinking and creative solutions.
• Communication: A Bank Branch Manager needs to be able to communicate clearly and effectively with customers and other staff members.
• IT Proficiency: A Bank Branch Manager should have a good understanding of computer systems and technology, as they may be required to use certain systems in the course of their job.

What skills should I put on my resume for Bank Branch Manager Resume Examples?

When writing a resume for a Bank Branch Manager position, it is important to highlight the skills and abilities that are most relevant to the job. Here are some important skills to consider including:

• Excellent Leadership: Bank Branch Managers are responsible for leading and motivating their staff. Highlight your ability to develop and implement strategies that result in a successful team.
• Financial Knowledge: Possessing a deep understanding of banking regulations and policies is essential. Demonstrate your experience and knowledge of financial products and services, as well as a strong understanding of risk management.
• Customer Service: Bank Branch Managers should have the ability to create a positive customer experience. Showcase your ability to build relationships with customers and resolve issues quickly and efficiently.
• Problem Solving: Bank Branch Managers must be able to anticipate and solve problems. Emphasize your problem-solving skills, as well as your ability to make sound decisions.
• Organizational Skills: Bank Branch Managers must be highly organized and detail-oriented. Demonstrate your ability to prioritize tasks and manage a variety of projects and teams.

By highlighting these key skills, you can ensure that your resume stands out and that you are the ideal candidate for the Bank Branch Manager position.

Key takeaways for an Bank Branch Manager Resume Examples resume

A bank branch manager resume should highlight your qualifications and experience in a way that stands out to employers. As a branch manager, you are responsible for overseeing the operations of a bank branch, so it’s important to showcase your leadership and organizational skills. Here are some key takeaways to consider when crafting your resume:

• Include a professional summary. This is a brief section that provides a snapshot of your experience and qualifications and should be tailored to the specific job description.
• Detail your experience and qualifications. Showcase your experience in banking, including the years you’ve worked in the industry, the types of positions you’ve held, and any specializations you have.
• Highlight your leadership skills. As a branch manager, you need to demonstrate that you have the confidence and ability to lead a team and ensure a successful working environment.
• Include metrics. When applicable, include metrics that demonstrate your success in your previous roles. This could include the amount of money you’ve saved the bank, the number of new customers you’ve acquired, and the number of loan applications you’ve processed.
• Showcase your communication skills. As a branch manager, you need to be able to effectively communicate with your team, customers, and other departments. Highlight any awards or recognition you’ve received for your communication skills.

By following these tips, you should be able to create an effective bank branch manager resume that will help you stand out from the competition.

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Branch Manager Resume Example (Free Guide)

Create an branch manager resume that lands you the interview with our free examples and writing tips. use and customize our template and land an interview today..

This article provides an example of a Branch Manager resume, highlighting the important elements that should be included to successfully secure an interview. It outlines what should be included in each section and provides examples of how to emphasize key skills, qualifications, and experience. Additionally, it also provides tips on how to effectively market your unique qualifications and experiences to employers.

We will cover:

• How to write a resume , no matter your industry or job title.
• What to put on a resume to stand out.
• The top skills employers from every industry want to see.
• How to build a resume fast with our professional Resume Builder .
• What a resume template is, and why you should use it.

What does a Branch Manager do?

A Branch Manager is responsible for the overall operations and performance of a specific branch of a business. They oversee the day-to-day operations, ensure that customer service standards are met, manage employees, develop and implement marketing strategies, and ensure that the branch is profitable. They are also responsible for managing the financial aspects of the branch, including budgeting, forecasting, and reporting.

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What are some responsibilities of a Branch Manager?

• Managing branch staff and ensuring they are providing excellent customer service
• Achieving branch sales and service goals
• Maintaining branch operations and security
• Analyzing branch financial performance and developing action plans
• Monitoring compliance with laws, regulations, and organizational policies
• Developing and implementing strategies to increase customer satisfaction
• Creating a positive work environment
• Addressing customer complaints and resolving disputes
• Developing and maintaining relationships with local business partners

Sample Branch Manager Resume for Inspiration

Personal Details

• Name: John Doe
• Email: [email protected]
• Phone: (555) 555-5555
• Address: 123 Main Street, Anytown, ST 12345

Work Experience

• Branch Manager, ABC Bank – Anytown, ST (2019 - Present)
• Managed a team of 20 staff members
• Implemented new customer service protocols
• Developed a successful marketing strategy to increase customer engagement
• Provided training and mentoring to new staff members
• Managed daily operations of the branch
• Bachelor of Science in Business Administration – Anytown University, Anytown, ST (2012)
• Financial Analysis
• Customer Service
• Problem Solving
• Marketing Strategies

Certifications

• Certified Branch Manager – ABC Bank, Anytown, ST (2017)
• English (Fluent)
• Spanish (Intermediate)

Resume tips for Branch Manager

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Branch Manager resume tips. We collected the best tips from seasoned Branch Manager - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

• Highlight your leadership and management skills.
• Showcase your ability to develop and execute strategies.
• Emphasize your customer service and communication skills.
• Demonstrate your problem-solving and decision-making skills.
• Showcase your ability to analyze data and develop strategies.

Branch Manager Resume Summary Examples

A branch manager resume summary or resume objective is important because it allows you to quickly and succinctly showcase your skills, experience, and qualifications in a way that stands out to employers. Your resume summary or objective should be tailored to the job you are applying for, highlighting your most relevant skills and accomplishments. It can also be used to make a positive first impression, and to demonstrate your understanding of the role and the company you are applying to. For Example:

• Motivated Branch Manager with 10 years of retail experience. Adept at leading teams, managing customer relations, and driving sales.
• Successful Branch Manager with 5 years of experience overseeing day-to-day operations and customer service. Proven record of increasing sales.
• Experienced Branch Manager with 8 years of retail and customer service experience. Skilled in training, inventory management, and problem-solving.
• Seasoned Branch Manager with 6 years of leadership and customer service experience. Offers a track record of driving sales and improving customer relations.
• Energetic Branch Manager with 7 years of experience driving customer satisfaction and increasing sales. Possesses strong communication and organizational skills.

Build a Strong Experience Section for Your Branch Manager Resume

Building a strong experience section for a branch manager resume is important because it shows potential employers that you have the necessary experience to be successful in the role. It also demonstrates your qualifications and skills, and gives employers an understanding of how you would handle the responsibilities of a branch manager. By highlighting your experience, you can demonstrate to employers that you have the qualifications and skills to effectively lead a branch. Additionally, a strong experience section can help you stand out from other applicants and show that you are a well-rounded and experienced professional. For Example:

• Managed daily operations of a retail branch including staff supervision, customer service, and sales.
• Implemented and monitored operational procedures to ensure compliance to established policies and regulations.
• Provided leadership and guidance to staff to help them reach their full potential.
• Developed and maintained relationships with customers, vendors, and other stakeholders.
• Analyzed financial statements and prepared reports for senior management.
• Managed the branch budget and ensured cost-effectiveness of all operations.
• Maintained a safe and secure environment for customers and staff.
• Conducted regular staff performance reviews and provided feedback.
• Resolved customer complaints and inquiries in a timely and effective manner.
• Identified areas of improvement and implemented strategies to increase efficiency and profitability.

Branch Manager resume education example

A Branch Manager typically needs at least a bachelor's degree in business, finance, accounting, or a related field. Many employers also require experience in a banking or financial services role, such as working as a bank teller or loan officer. Strong interpersonal and leadership skills, as well as an understanding of banking regulations, are also important for Branch Managers. Here is an example of an experience listing suitable for a Branch Manager resume:

• Bachelor of Business Administration, University of London, 2013
• Master of Business Administration, University of Oxford, 2016
• Certificate in Leadership and Management, The Open University, 2019

Branch Manager Skills for a Resume

Adding skills to a Branch Manager Resume is important because it gives employers an idea of your capabilities and qualifications. It also allows them to get a better understanding of your professional experience and expertise in the field. Examples of skills could include: leadership, communication, problem-solving, customer service, financial management, staff management, and project management. Your skills should be tailored to the position you’re applying for and should be backed up with relevant experience. Soft Skills:

• Organizational
• Communication
• Time Management
• Team Building
• Interpersonal
• Conflict Resolution
• Leadership Skills
• Operational Management
• Financial Management
• Team Management
• Organizational Skills
• Risk Management
• Data Analysis
• Project Management

Common Mistakes to Avoid When Writing a Branch Manager Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

• Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
• Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
• Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
• Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
• Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
• Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
• Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Branch Manager resume

• Highlight experience managing a team, overseeing operations, meeting goals and deadlines, and resolving customer inquiries.
• Demonstrate effective communication, interpersonal, and problem-solving skills.
• Showcase knowledge of banking regulations, financial products, and customer service standards.
• Detail success improving processes, increasing efficiency, and reducing costs.
• Include certifications and professional development courses.

Branch Manager Resume Sample

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Work Experience

• Excellent knowledge of HSBC’s products / services and competitive environment
• Complete knowledge of HSBC’s policies, practices, and procedures within own area
• Leads and oversees the work of others within the functional area and / or branch including ongoing management responsibilities such as motivating, coaching and providing guidance to team members, adhering to departmental budgets, operational costs, and prioritising resource allocations appropriately, and following up on internal / external inquires
• Develops and implements sales and / or service plans and the development of sales strategies to market, cross sell and up-sell retail products and services to new and existing customers, supporting the PFS strategy
• Communicates clear objectives, targets, and operational quality standards to the team
• Implements processes, policies, systems, and practices within the functional area and / or branch that contribute to effective practices
• Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations
• Leads change and models HSBC’s values, sets the cultural tone, and prioritises business goals
• Leads and oversees the work of others within the functional area and / or branch including ongoing management responsibilities such as motivating, coaching and providing guidance to team members, adhering to departmental budgets and prioritising resource allocations appropriately, and following up on internal / external inquires
• Assists in the development of sales and / or service plans and the development of strategies to support the cross sell and up-sell of retail products and services to new and existing customers
• Implements processes, policies, systems, and practices within the functional area and / or branch that contribute to effective practices. - Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations
• Acts as a change agent and project sponsor for key initiatives; models HSBC’s values, sets the cultural tone, and prioritises business goals
• With other interested brands & suppliers, develop and build effective industrial advocacy capacity and capability for our suppliers
• Keep abreast of current events, proactively monitor and analyses national, state and local policy issues which likely to impact Sourcing country and suggest preventive measures to address potential issues
• Focuses on acquiring new customers. Develop new commercial and consumer banking relationships. Calls on and corresponds with local businesses and personal clients to meet the branch’s assigned goals
• Develops and implements branch office operational plan to meet budget, growth, and service goals
• Creates and oversees branch office recruitment plan to hire, develop, manage, and retain qualified Associates
• Collaborates with VP of Sales and Marketing to create and facilitate successful branch specific growth strategies, sales, and marketing plans
• Actively networks and builds relationships within the branch service area to increase positive company visibility within the community, promote branch growth and cultivate recruitment pipelines
• Directs all day-to-day operational functions; ensures that operational metrics are monitored and on target; analyzes regional trends with an eye to growth and expansion and proactively manages any variances from plan
• Ensures customer-focused service, internal and external client satisfaction
• Enhances and protects company’s reputation, assets and good-standing in the community
• Innovates and creates initiatives to enhance the company’s reputation and growth
• Leads and oversees the work of others within the functional area and / multiple branches or branch including ongoing management responsibilities such as motivating, coaching and providing guidance to team members, adhering to departmental budgets and prioritizing resource allocations appropriately, and following up on internal / external inquires
• Acts as a change agent and project sponsor for key initiatives; models HSBC’s values, sets the cultural tone, and prioritizes business goals

Professional Skills

• Exhibits strong oral and written communication skills, analytical skills and supervisory and team building skills required
• Strong analytical, organizational and presentation skills with exceptional interpersonal and communicative skills with both individuals and groups
• Excellent communication skills that demonstrate the ability to build and maintain customer relationships and provide an exceptional customer experience
• Position requires strong time-management and multitasking skills and capable of determining priorities in a fast paced, changing environment
• Strong business and financial acumen including the ability to asses and manage risk. Proven history of negotiation and influencing skills
• Demonstrate strong analytical, mathematical, planning and organizational skills, along with capacity for attention to detail
• Have a strong work ethic including organizational skills with the ability to prioritize multiple tasks

How to write Branch Manager Resume

Branch Manager role is responsible for customer, leadership, business, organizational, interpersonal, analytical, development, coaching, financial, computer. To write great resume for branch manager job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Branch Manager Resume

The section contact information is important in your branch manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Branch Manager Resume

The section work experience is an essential part of your branch manager resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous branch manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular branch manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Branch Manager resume experience can include:

• Oversees and monitors operations and risk activities such as custodian for cash, combinations, keys, and negotiable securities ensuring procedures and relative records are maintained in accordance with established guidelines
• Primary or Back up HBM role supervises the mutual fund sales business conducted within the branch (new accounts and trading activity) and acts as the primary point of contact for mutual fund customer inquiries requiring escalation
• Effective influencing skills, including strong positive written and verbal communication skills
• Excellent communication skills and a track record of proven success in sales, sales leadership and overall leadership
• Strong leadership skills including coaching, mentoring and listening
• Strong communication and presentation skills - compelling and engaging/energizing

Education on a Branch Manager Resume

Make sure to make education a priority on your branch manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your branch manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Branch Manager Resume

When listing skills on your branch manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical branch manager skills:

• Excellent communications skills and demonstrated ability to interact effectively with all levels
• Excellent written and oral communication skills including previous experience giving effective presentations required
• Effective written and verbal communication, and strong interpersonal skills. Ability to build strong relationship with peers and senior leadership
• Exceptional managerial skills, ability to communicate with and coach associates, and good computer and organizational skills
• Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills
• Good management skills as well as prior assistant manager experience

List of Typical Experience For a Branch Manager Resume

Experience for vp branch manager resume.

• Outstanding organization skills and the ability to perform effectively without a large support structure
• Strong financial acumen and experience effectively managing profit and loss
• Provide continuous coaching and development opportunities for the sales team in the Branch and equip the team with the right skills & competencies and skills
• Demonstrated management skills to include 3-5 years’ experience in full range of managerial responsibilities; preferably in AAA field or related business
• Strong leadership skills and people management experience are essential
• Self-directed with problem solving skills and analytical skills in resolving complex problems
• Experience with building effective teams by creating strong morale, sharing wins and successes and fostering open dialogue

Experience For Senior Branch Manager Resume

• Strong selling skills capable of selling solutions
• Strong leadership, management, influencing, coaching and communication skills
• Resourcefulness and excellent problem solving skills
• Exercises good leadership, decision making and positive employee and member relation skills
• Strong analytical skills, organization and accuracy with the ability to multi-task while remaining organized

Experience For Branch Manager Avcaf Trade Centre RMC Resume

• Strong team management and financial management skills
• Strong business development interest and skills desirable
• Excellent communication and organization skills are essential
• A leader who has excellent organizational and people skills, positive thinking, solution driven, and thinks out of the box
• Able to develop an excellent team environment, coaching and mentoring skills
• Strong PC skills to include Microsoft Word, Excel, Access, PowerPoint and Outlook
• Possesses strong sales, telephone and applicable software usage skills
• Strong computer skills with emphasis on Website Navigation

Experience For Asst Branch Manager Resume

• Good problem resolution and communication skills
• Team player with positive attitude & strong collaborative skills
• Detail, multi-task oriented and good judgment skills
• Solid problem resolution and communication skills
• Two (2) years of prior demonstrated management or leadership experience
• Excellent communicative, representative and interpersonal skills
• Excellent customer relations management and negotiation skills
• A demonstrated ability to work effectively in a team environment

Experience For Title Branch Manager Resume

• Inspired, goal oriented, disciplined, team leader with strong interpersonal skills, sales aptitude, and comfortable with outside sales
• Excellent PC skills, and use of Microsoft office products, i.e. Word, Excel, and PowerPoint
• Excellent PC skills"
• A highly developed sales ethic with proven track record in generating leads and delivering an outstanding customer experience
• Develop top sales talent, building skills and coaching meeting PCM strategy
• At least five years of management experience including demonstrated success in developing and mentoring team members to attain leadership positions
• Numerical Reasoning Skills – understanding and analysing financial information e.g. P&L statements, reports etc
• Mentor Relationship Managers in the refinement of their business development skills through joint calling and coaching sessions

Experience For Branch Manager, Geomatics Resume

• Provide strong leadership through effective communication, coaching and leading by example
• Managerial experience with proven success meeting and exceeding goals
• Completion of CSS (Consulatice Selling Skills) & HSBC Way of Selling
• As a bank branch manager including extensive lending experience or other directly related experience
• Management experience with demonstrated expertise in sourcing and selecting supervisors, support personnel and warehouse associates

Experience For Selling Branch Manager Resume

• Verbal Reasoning Skills – understanding written information e.g. product details, regulatory information etc
• Demonstrated retail experience with a focus on improving sales
• Management experience and proven leadership capabilities required, preferably in a retail banking environment
• Two to four years’ prior branch supervisory experience in a credit union or banking environment
• Two years prior management experience (preferably in the building material distribution industry)
• Adapt coaching and influence strategies to effectively motivate, influence, inspire, recognize, and engage Associates
• Successful experience and proven track record in growing sales
• Monitor and effectively resolve conflict arising in assigned office(s)

Experience For Producing Branch Manager Resume

• Estate agency experience with a proven track record of successfully conducting market appraisals
• Previous experience in the petroleum/petrochemical testing experience
• Well-developed management accounting skills sufficient to determine the financial health and viability of a business
• Business skills understanding
• Support & Guide Sales staff on carrying out their job effectively
• Significant/proven experience in managing a loan portfolio
• Highly developed selling skills
• Prior experience in leading the design, implementation and execution of small to large-scale projects

Experience For Multi Branch Manager Resume

• Act as a change-agent in using consultation, negotiation and consensus to build skills to understand and meet customer needs
• Offer ideas on how advisors can work more effectively within the firm’s guidelines while increasing production
• Proven strong track record in leading a sales and service agenda
• Sound decision making skills and ability to multi-task
• Prior experience in customer service and dealing directly with customers in a sales capacity

Experience For Branch Manager Trade Cntr Sec Lend Resume

• Proven experience running a field sales or service and delivery organization
• Prior experience of at least five (5) years in Mortgage Lending required
• Understand and respond effectively to the changing needs of our customers
• Diplomatic problem solving skills to resolve issues within a functional area, and / or across functional areas
• Business experience with 8 years being in a distribution center environment. Intermediate skill level
• Numerical Reasoning Skills
• Verbal Reasoning Skills
•  Communicates information effectively to physicians, supervisors and others in a timely manner
• Effectively supervises branch Employees, ensuring optimal performance

List of Typical Skills For a Branch Manager Resume

Skills for vp branch manager resume.

• Strong analytical skills; solid oral and written communication skills
• Strong written and verbal communication skills and ability to communicate effectively
• Superior organizational and negotiating skills as well as sound financial skills
• Effectively present information to top management and speak effectively before groups of customers, vendors or employees
• Has proven leadership capacities with excellent communication and negotiation skills
• Demonstrate skills in project and time management, team motivation, decision making and technology (MS Office and costing/estimating packages.)
• Significant experience selling, negotiating, and closing skills with ability to build long term business relationships

Skills For Senior Branch Manager Resume

• Strong decision-making, analytical, communication and networking skills
• In depth knowledge of retail financial products and services required, including proven lending skills
• Strong skills in math, typing (45-50wpm), 10-key, and filing
• Proven skills in coaching and managing a staff to high levels of client service required
• Excellent Analytical skills with the ability to interpret financial data combined with a working knowledge of lending procedures and processes
• Solid judgment, problem-solving and decision-making skills
• Excellent interpersonal and team building skills with a positive attitude and ability to establish relationship with branch personnel, peers and customers
• Strong sales/marketing skills needed to meet business development goals

Skills For Branch Manager Avcaf Trade Centre RMC Resume

• Good problem solving skills and administrative accuracy
• Strong administrative, analytical, oral/written communication, interpersonal, time management, organizational, problem solving, and presentation skills
• Has strong operational and problem solving skills to identify opportunities within the business and provide recommendations to improve the business
• Proven problem solving skills and administrative accuracy
• Strong managerial skills with emphasis on planning, organization, leadership, and execution
• Excellent managerial skills with emphasis on planning, organization, leadership and execution
• Uses effective leadership skills to motivate and support staff in the development of a cohesive team
• Excellent leadership, problem solving, communication, and customer service skills

Skills For Asst Branch Manager Resume

• Superior negotiation and problem solving skills driven by strong commercial awareness
• Excellent communication skills with the ability to engage in verbal interactions with customers
• Is a natural leader with excellent communication and organisation skills, with the ability to interpret information
• Excellent interpersonal, communication, and motivational skills necessary
• Excellent customer service skills, ability to communicate clearly with customers
• Strong PC skills and the ability to navigate within the Brook Street systems is critical
• Excellent interpersonal, written and organizational skills

Skills For Title Branch Manager Resume

• Demonstrated leadership qualities and interpersonal skills
• Strong skills in coaching and development of staff
• Results oriented with solid organizational and time management skills
• Strong commitment to safety with strategic leadership skills to ensure growth targets are achieved safely
• Develop your leadership skills and experience

Skills For Branch Manager, Geomatics Resume

• Proven leadership skills with the ability to motivate and develop a team of employees to exceed all sales and service expectations
• Strong communication skills and the desire to build business within the communities the bank serves
• Strong leadership skills and the ability to mentor and develop internal staff
• Excellent verbal and written communication, presentation and decision making skills
• Proven ability to build and maintain strong, effective relationships with customers and functional groups

Skills For Selling Branch Manager Resume

• Prior supervisory/management experience is preferable as is experience in the location where the office is located
• Excellent communication, attention to detail, problem solving, and customer service skills
• Strong leadership skills and the ability to interact with customers of various backgrounds
• Demonstrated knowledge of all order entry, data research and computer skills necessary to service customers and suppliers
• Strong customer relation and presentation skills
• Strong verbal and written communication/interpersonal skills – ability to communicate/interface with all levels of the organization
• Managing Multiple Priorities - Working Experience
• Managing the branch P&L and effectively achieving both income and cost
• Provide ongoing guidance and training to branch personnel on platform sales/profiling skills, operating problems, handling of exceptions and adjustments

Skills For Producing Branch Manager Resume

• Five to seven years banking experience; Five years lending experience including commercial, consumer and real estate (depending upon branch)
• A highly developed sales ethic with a proven track record in generating leads and delivering an outstanding customer experience
• Three to five years related experience and/or training including strong commercial lending or product knowledge
• Demonstrates a clear, direct and effective speaking manner for the purpose of explaining information to customers and employees exhibiting a positive attitude
• Prior experience in prospecting and deepening relationships with new and existing customers
• Prior experience in developing and promoting a positive team environment required
• Basic computer skills with working knowledge of word processing, spreadsheets, ten-key, and general computer applications
• Develop (i.e., through teaching, training, etc.) the professional skills of employees
• Related experience in banking with at least two years of previous supervisory experience in a branch setting

Skills For Multi Branch Manager Resume

• + Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
• Provide outstanding support to your team and help them identify, understand and respond effectively to the changing needs of our customers
• Experience managing P&L and demonstrated track record of profitability and continuous improvement in a manufacturing, warehouse or distribution environment
• Administers HR policies and procedures and is responsible for training and developing staff to assure skills for assigned position
• Significant experience using highly developed supervisory experience or MDA training
• One or more years of experience in sales, retail or banking environment, including sales management and customer experience
• Negotiation, training and coaching skills
• Extensive experience as a people manager, and leading a team combining a strong sales focus with high standards of customer service
• Technical Skills – PC excellence, including working knowledge of Microsoft Excel, PowerPoint, Word, and Outlook and RamQuest

Skills For Branch Manager Trade Cntr Sec Lend Resume

• Work effectively under pressure, while directing numerous projects concurrently with different deadlines
• IT Skills – Microsoft Office (Excel, Word, Powerpoint), email, using high-tech devices such as smart phone and IPad
• Business planning and market analysis skills
• Responsible for effectively communicating the status of performance and issues to the
• Prior experience managing a retail environment
• Superior interpersonal skills, being able to work independently and with various team scenarios
• High productivity standards and bench marking skills is essential
• Can effectively leading change
• Effectively cultivates new business opportunities through networking opportunities

List of Typical Responsibilities For a Branch Manager Resume

Responsibilities for vp branch manager resume.

• Creative problem solving and strong decision making skills and be a Self-starter
• Strong interpersonal skills, using considerable tact, diplomacy, and judgment
• Effectively staffing, organizing, development, directing, strategically planning and direct sales efforts
• Moderate computer skills, including communicating internally and externally via email, performing some financial calculations, and generating reports
• Sufficient banking, organizational and technical skills to assist in performing all required reviews
• Knowledge of title insurance laws, settlement processing & prior office management experience in a title insurance environment
• Develop personal, professional and technical skills for themselves and their team on an ongoing basis

Responsibilities For Senior Branch Manager Resume

• Strong P&L balancing experience
• Strong history of compliance acumen in the banking area with demonstrated proficiency
• Effectively manage employee representatives by communicating expectations and standards to achieve or exceed individual and office sales goals
• Ten years experience in Transportation/Logistics including five years of management experience
• Solid business acumen with demonstrated understanding of P & L, gross margin percentages and calculations, capital and revenue expenditures, etc

Responsibilities For Branch Manager Avcaf Trade Centre RMC Resume

• Banking experience or at least 1 year of Sales experience
• Experience in the banking and financial services industry with a strong track record in financial product sales
• Prior experience in manufacturing with metal fabrication equipment is helpful
• Strong knowledge and experience working with mortgages
• Maintains and upgrades selling skills and technical/product knowledge
• Manage all hard goods receiving and all dynamic deployment (hard goods inter-branch orders) for completion timely and daily
• Building strong relationships, making your branch an integral part of the community, and promoting our position
• Delivering an outstanding customer experience within Brisbane West

Responsibilities For Asst Branch Manager Resume

• Delivering an outstanding customer experience within branch
• Delivering an outstanding customer experience within the region
• Delivering an outstanding customer experience within your market
• Lending experience across unsecured and secured lending
• Maintaining good connections with other branch managers and members of the management team
• Staffing sales and business development experience required

Responsibilities For Title Branch Manager Resume

• Leading the evolution and delivery of legendary client experiences
• Experience in a role communicating through developing, training, coaching, and motivating a diverse and distributed workforce
• At least five years of retail banking management experience required including mortgage and consumer lending, sales and business development, and training
• Proven track record of planning, structuring and expanding existing and new business
• Provide strong leadership in recruiting, training and motivating outside sales personnel to achieve assigned goals
• Relevant management experience in staffing and recruiting, ideally within light industrial, manufacturing and clerical service lines
• Demonstrated success leading staffing sales & recruiting teams that achieve revenue and profit expectations
• Attract and recruit skilled and talented employees, coach and develop existing talent and retain them by creating
• Assumes responsibility for establishing and maintaining effective, professional business relations with Members

Responsibilities For Branch Manager, Geomatics Resume

• Demonstrate a role model commitment to self-development, creating a culture of learning and self-development in the branch
• At least three years of related staffing/recruiting experience
• In depth knowledge of all banking products and services usually obtained through a training program or related work experience
• Good understanding of banking regulations and compliance
• Experience in all aspects of supervision, including coaching, performance reviews, etc
• Create strong working relationships, partnering with Key Regional & Global customers

Responsibilities For Selling Branch Manager Resume

• Demonstrate a clear understanding of risk, understanding the implications that go beyond the employee, the customer, the branch and the immediate situation
• Demonstrated success in creating and executing commercial strategy
• Proven record of sound decision making, balancing risk and customer needs and business goals
• Previous experience in leading & coaching a team of individuals to deliver on or above target results
• Previous experience in leading & coaching a team to deliver results

Responsibilities For Producing Branch Manager Resume

• Ideally previous experience in leading & coaching a team of individuals to deliver on or above target results
• Proven success managing and developing talent within the workforce
• Demonstrated success leading staffing teams to achieve and exceed revenue and profit expectations
• Significant recruiting or staffing experience, preferably in one of the above practice areas
• Strong understanding of compliance/operations/service framework in the banking set-up
• Utilise your experience in lending, and sales and marketing
• Experience recruiting industry talent and retaining a team

Responsibilities For Multi Branch Manager Resume

• Successfully anticipates clients’ emerging needs and delivers customized and effective service
• Ensure succession planning through effective recruitment in conjunction with the Regional Operations Manager
• Devise an individual training and development plan for each Recruiter and maintain regular reviews to assess effectiveness
• Implement effective team building and motivational ideas for the team
• Solid understanding of industry and investment knowledge
• Experience working with all levels of employees and external customers
• Communicate, both orally and in writing, with others in the Bank to perform effective reviews and to report the results

Responsibilities For Branch Manager Trade Cntr Sec Lend Resume

• Provide effective sales leadership and lead conversion strategies with an emphasis on Home Loan lending
• Work with key internal business partners to support ongoing improvements to the ING sales process and customer experience
• Assess the market (including trends, competition, economics, etc.), to identify and prioritize strategic opportunities
• Demonstrates a thorough understanding of corporate policies and procedures
• P&L with a strong focus on profitability, operating plan execution and achievement of all key operational metrics
• To build and maintain strong working relationships with the management team in the Swansea Tesco Store
• Ensure that the branch is operating in a safe and effective manner
• Experience in wide format digital printing
• To build and maintain strong working relationships with the management team in the Leicester Glenfield Co-Op Store

Related to Branch Manager Resume Samples

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Branch Manager resume examples for 2024

A branch manager's responsibilities include branch management, business development, customer satisfaction, and performance management. They must possess excellent interpersonal, organizational, and time management skills. They must also be knowledgeable about human resources, financial statements, and federal laws. They should be good at listening and following guidance. Bernie Cerasaro , Assistant Teaching Professor at Pennsylvania State University - Greater Allegheny, says: "Skills employers would be looking for would be functional skills and interpersonal skills. Skill sets can be enhanced via various types of certification." Dr. Jeanette Landin , Associate Professor at Landmark College, says: "Skills that stand out on contemporary business manager resumes are soft skills. What stands out on contemporary, successful business manager resumes are their soft skills. Interpersonal skills are atop the list because business is all about people working with other people to achieve a common goal: The business's mission." Aldo Musacchio Ph.D. , Professor, and Program Director of the MBA at Brandeis University, says: "They want someone who is going to be happy to be in the company, who is going to participate actively in meetings and teams, and who is going to be good at listening and the following guidance."

Branch Manager resume example

How to format your branch manager resume:.

• Use the job title 'Branch Manager' on your resume to apply for a Branch Manager role
• Highlight achievements rather than responsibilities in your work experience section
• Aim to fit your Branch Manager resume on one page, focusing on relevant information

Choose from 10+ customizable branch manager resume templates

Choose from a variety of easy-to-use branch manager resume templates and get expert advice from Zippia’s AI resume writer along the way. Using pre-approved templates, you can rest assured that the structure and format of your branch manager resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

Entry level branch manager resume example

Branch manager resume format and sections, 1. add contact information to your branch manager resume.

Branch Manager Resume Contact Information Example # 1

Dhruv Johnson

[email protected] | 333-111-2222 | www.linkedin.com/in/dhruv-johnson

2. Add relevant education to your branch manager resume

Your resume's education section should include:

• The name of your school
• The date you graduated ( Month, Year or Year are both appropriate)
• The name of your degree

If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

• Academic awards (Dean's List, Latin honors, etc. )
• GPA (if you're a recent graduate and your GPA was 3.5+)
• Extra certifications
• Academic projects (thesis, dissertation, etc. )

Other tips to consider when writing your education section include:

• If you're a recent graduate, you might opt to place your education section above your experience section
• The more work experience you get, the shorter your education section should be
• List your education in reverse chronological order, with your most recent and high-ranking degrees first
• If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Check More About Branch Manager Education

Branch Manager Resume Relevant Education Example # 1

Bachelor's Degree In Political Science 1993 - 1996

George Mason University Fairfax, VA

Branch Manager Resume Relevant Education Example # 2

Bachelor's Degree In Business 2000 - 2003

California State University - San Bernardino San Bernardino, CA

3. Next, create a branch manager skills section on your resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

• Include 6-12 skills, in bullet point form
• List mostly hard skills ; soft skills are hard to test
• Emphasize the skills that are most important for the job

Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Example of skills to include on an branch manager resume

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Human resources is a set of people in a business or a corporation that are designated to locate, interview, and recruit new employees into the company. They are also responsible to maintain the integrity of the employees and help them sort their problems out. They try to introduce and manage employee-benefit programs.

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Top Skills for a Branch Manager

• Customer Satisfaction , 8.0%
• Business Development , 7.3%
• Branch Management , 4.9%
• Human Resources , 4.7%
• Other Skills , 75.1%

4. List your branch manager experience

The most important part of any resume for a branch manager is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of branch managers" and "Managed a team of 6 branch managers over a 9-month project. "

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.

• Received certification from National Restaurant Association and Harvard Business School for Multi-Unit Restaurant Supervision.
• Developed and implemented Standard Operating Procedures, Post Orders and site specific training programs for each facility.
• included payroll, action plans, Profit and Loss reports and some local store marketing.
• Managed Video Stores, Supervised Trainees, Maintained Inventories, Payroll, Invoices, Prompted Sales, Oversaw 5 Stores.
• Entered employees into company based program for payroll and taxes.
• Maintained high standards in quality, sanitation, safety and complied with company guidelines and procedures.
• Ensured the compliance of the store's standard operating procedures.
• Handled daily banking and weekly payroll, made schedules.
• Reported P&L, ensured accurate payroll hours, and handled all FOH staffing responsibility.
• Assisted with hiring and hiring paperwork.
• Provided guidance and sound advice to clients during housing crisis.
• Refinanced home mortgages for FHA loans.
• Maintained communication regarding application and loan approval process.
• Processed Mortgage Loans from beginning to end, all aspects of mortgage loan processing including FHA.
• Worked with several lenders and investors.
• Worked extensively with MS Word, Excel and PowerPoint.
• Purged electronic human resources records, including I9's, in accordance with retention guidelines.
• Provided internal customer support relating to benefits and compensation policies and procedures.
• Posted new requisitions in PeopleSoft.
• Created Process form to allow for entry of new hires in HRIS system prior to start date.

5. Highlight branch manager certifications on your resume

Specific branch manager certifications can be a powerful tool to show employers you've developed the appropriate skills.

If you have any of these certifications, make sure to put them on your branch manager resume:

• Certified Sales Professional (CSP)
• Certified Professional, Life and Health Insurance Program (CPLHI)
• Certified Professional - Human Resource (IPMA-CP)
• Certified Management Accountant (CMA)
• International Accredited Business Accountant (IABA)
• Certified Manager Certification (CM)
• Sales Management
• Certified Bank Auditor (CBA)
• EPA Amusement Operators Safety Certification (EPA)
• Certified Security Supervision & Management (CSS)

6. Finally, add an branch manager resume summary or objective statement

A resume summary statement consists of 1-3 sentences at the top of your branch manager resume that quickly summarizes who you are and what you have to offer. The summary statement should include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to emphasize skills and experiences that feature in the job description.

Common branch manager resume skills

• Customer Satisfaction
• Business Development
• Branch Management
• Human Resources
• Financial Statements
• Performance Management
• Client Relationships
• Excellent Interpersonal
• Loan Applications
• Taking Care
• Excellent Organizational
• Bank Products
• Business Plan
• Bank Policies
• Business Relationships
• Federal Laws
• Performance Reviews
• Product Knowledge
• Real Estate
• Sales Strategies
• Cash Management
• Direct Reports
• Staff Development
• Strong Negotiation
• Customer Relations
• Customer Retention
• Credit Reports
• Disciplinary Actions
• Regulatory Compliance
• Background Checks
• Inventory Control
• Product Sales
• Customer Issues
• Revenue Growth
• Customer Complaints
• Community Events
• Performance Evaluations
• Microsoft Power Point
• Cash Control
• Financial Reports
• Federal Regulations
• Sales Growth
• Bank Secrecy Act
• Work Scheduling
• Bank Deposits
• Gross Profit

Entry level branch manager resume templates

Branch Manager Jobs

Links to help optimize your branch manager resume.

• How To Write A Resume
• List Of Skills For Your Resume
• How To Write A Resume Summary Statement
• Action Words For Your Resume
• How To List References On Your Resume

Branch Manager resume FAQs

How do i write a resume for a bank manager job, what are the duties of a branch manager, search for branch manager jobs.

Updated April 25, 2024

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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3 Branch Manager Resume Examples for 2024

Our Resumes are featured in

• • Developed and implemented strategies to increase client base by 15% resulting in a revenue growth of $100,000 annually.
• • Hired and trained a team of 20 care providers, resulting in improved service quality and customer satisfaction.
• • Ensured compliance with regulatory standards, resulting in a successful accreditation audit.
• • Developed a streamlined scheduling system, resulting in a 20% decrease in scheduling errors.
• • Implemented a client feedback system, resulting in improved client satisfaction by 10%.
• • Resolved escalated client issues, resulting in 95% customer retention.

Modern Branch Manager Resume Example

Creative Branch Manager Resume Example

When creating a resume for a Branch Manager position in 2024, there are a few key factors you need to be aware of regarding the length, design, and format.

• Length: Aim to keep your resume concise and to the point. In most cases, one to two pages are sufficient. Remember, hiring managers receive numerous applications, so you want to make sure your resume stands out and is easy to navigate.
• Design: Use a clean and professional design that is visually appealing. Invest time in choosing an appropriate font, font size, and formatting for headings and subheadings to ensure your resume looks polished. Avoid excessive use of different fonts or colors, as it may distract the reader.
• Format: Opt for a reverse-chronological format to highlight your most recent experience first. This allows employers to quickly grasp your career progression. Additionally, be consistent with the formatting of dates, job titles, and bullet points.

When crafting your Branch Manager resume, there are several essential sections you should consider including, as well as some optional sections that can add value:

• Contact Information: Include your name, phone number, email address, and LinkedIn profile link for easy contact.
• Professional Summary: Summarize your experience, skills, and professional goals in a concise paragraph at the beginning of your resume.
• Work Experience: Highlight your relevant work history using the Context-Action-Result (CAR) framework. This allows you to provide specific examples of your accomplishments and how they contributed to the success of previous roles.
• Education: Include your highest level of education, relevant certifications, and any additional training or courses you have completed.
• Skills: List technical and soft skills that are relevant to the Branch Manager role. This can include leadership abilities, financial acumen, communication skills, and proficiency in industry-specific software.
• Achievements: Consider including a section dedicated to notable achievements and recognition you have received throughout your career. This demonstrates your track record of success and adds credibility to your application.
• Optional Sections: Depending on your specific circumstances, you may also choose to include sections such as Professional Affiliations, Volunteer Work, or Languages Proficiency to further enhance your resume.

The Context-Action-Result (CAR) framework is an effective way to highlight your experience in the Branch Manager role. It allows you to provide specific examples of your actions and the outcomes you achieved. Here are a few bullet point examples that demonstrate the CAR framework:

• Reorganized branch operations, implementing streamlined processes (Context). Led a team of 15 employees and oversaw all day-to-day activities (Action). Resulted in a 30% increase in efficiency and a 20% reduction in customer wait times (Result).
• Developed and executed a comprehensive sales strategy for the branch, targeting key accounts and driving revenue growth (Context). Trained and motivated a team of sales representatives, consistently exceeding monthly targets (Action). Resulted in a 50% increase in sales within the first year (Result).
• Implemented risk management protocols, ensuring compliance with industry regulations (Context). Conducted regular audits and identified and resolved potential compliance issues (Action). Resulted in zero regulatory penalties and increased client trust (Result).

When creating your Branch Manager resume, remember these key takeaways:

• Keep your resume concise and visually appealing.
• Include essential sections like Contact Information, Professional Summary, Work Experience, Education, Skills, and Achievements.
• Utilize the CAR framework to demonstrate your accomplishments and their impact.
• Consider including optional sections to further enhance your resume.

By following these guidelines and tailoring your resume to the specific requirements of the Branch Manager role, you can increase your chances of standing out from the competition and securing the desired position.

Top 7 Soft Skills for Branch Manager Resume

• Team management
• Problem-solving
• Decision-making
• Communication
• Negotiation
• Customer service

Top 7 Hard Skills for Branch Manager Resume

• Financial analysis
• Budget management
• Sales forecasting
• Performance evaluation
• Data analysis
• Inventory management
• Project management

Frequently Asked Questions

What should be included in a branch manager resume.

A Branch Manager resume should include a summary statement, work experience, skills section, education, and any relevant certifications or training.

What are the key skills required for a Branch Manager position?

Key skills required for a Branch Manager position include strong leadership abilities, excellent communication skills, financial management expertise, problem-solving abilities, customer service skills, and a solid understanding of sales and marketing.

How should I format my Branch Manager resume?

Your Branch Manager resume should be well-organized and neatly formatted. Use headings and subheadings to separate sections, and use bullet points to highlight your achievements and responsibilities within each job. Choose a professional font and make sure the formatting is consistent throughout the resume.

What are some examples of achievements to include in a Branch Manager resume?

Examples of achievements to include in a Branch Manager resume are successfully exceeding sales targets, implementing cost-saving measures, improving team productivity, developing and implementing effective marketing strategies, and achieving high levels of customer satisfaction.

Should I include references on my Branch Manager resume?

It is not necessary to include references on your Branch Manager resume. Instead, you can provide a separate document with references upon request. Use the space on your resume to highlight relevant skills, experience, and accomplishments.

How can I stand out as a Branch Manager applicant?

To stand out as a Branch Manager applicant, emphasize your leadership abilities, showcase quantifiable achievements, demonstrate your problem-solving skills, highlight your ability to manage and motivate a team, and showcase your knowledge of industry trends and best practices. Additionally, customize your resume to match the specific job requirements and company culture.

For more inspiration, why not check out our free resource of job-focused resume examples?

Social Media Director

When creating a resume for the position of Social Media Director in 2024, there are certain aspects you should be aware of. These include the length, design, and format of your resume: Length: It is recommended to keep your resume concise and relevant, typically not exceeding two pages. Employers are often pressed for time and appreciate a clear and focused representation of your skills and experience. Design: While it is important to make your resume visually appealing, it is equally crucial to ensure that it remains professional and easy to read. Use a clean and minimalist design with clear headings and sections to ensure that your information stands out. Format: Opt for a chronological format to highlight your relevant experience in a clear and logical manner. Begin with your most recent position and work your way backwards. This format allows employers to quickly assess your career progression and relevant skills. When crafting your Social Media Director resume, there are certain sections that are vital and should be included: Summary/Objective: A concise statement outlining your career goals and highlighting your relevant skills and experience. Skills: Include a section that showcases your social media expertise, including platforms, tools, and techniques you are proficient in. Experience: This is where you highlight your relevant work experience, emphasizing your achievements and responsibilities in previous social media roles. Use the Context-Action-Result (CAR) framework to effectively present your experience (explained in the next section). Education and Certifications: Include any relevant degrees or certifications that demonstrate your qualifications for the role. Additional Sections: Depending on your unique experiences and skills, you may consider adding sections such as "Projects," "Publications," or "Volunteer Work" to further demonstrate your expertise. When describing your experience as a Social Media Director, utilizing the Context-Action-Result (CAR) framework can effectively showcase your accomplishments. Here are a few examples of bullet points using this framework: Increased brand's social media following by 50% in six months: Context: Managed social media accounts for a leading e-commerce brand. Action: Developed and implemented a comprehensive content strategy, including engaging posts, contests, and collaborations with influencers. Result: Resulted in a significant increase in the brand's social media following, expanding reach and driving customer engagement. Implemented data-driven social media campaigns that generated a 30% increase in website traffic: Context: Led a team of social media specialists for a technology startup. Action: Utilized analytical tools to identify target audience demographics and preferences, developing tailored campaigns to maximize engagement. Result: Achieved a significant increase in website traffic, resulting in higher lead generation and conversions. Managed crisis communications during a PR issue, maintaining positive brand reputation: Context: Oversaw social media for a hospitality company during a high-profile incident. Action: Developed a crisis communication plan, promptly addressing concerns and providing transparent updates to the public. Result: Successfully mitigated the negative impact on the brand's reputation, preserving customer trust and loyalty. As you optimize your Social Media Director resume, keep the following key takeaways in mind: Keep it concise: Employers appreciate a focused and succinct resume. Stick to relevant information and avoid unnecessary details. Use the CAR framework: Highlight your accomplishments using the Context-Action-Result framework to showcase your impact and results. Emphasize your social media expertise: Make sure to include a dedicated skills section that reflects your proficiency in relevant platforms, tools, and strategies. Tailor your resume to the job: Customize your resume to align with the specific requirements and responsibilities of the Social Media Director role you are applying for. Proofread and format: Ensure that your resume is free of errors and follows a clean, professional design that is easy to read and navigate. By implementing these tips and strategies, your Social Media Director resume will make a strong impression on potential employers, increasing your chances of securing the role you desire.

Event Project Manager

When creating a resume for an event project manager role in 2024, there are several key factors to keep in mind in terms of length, design, and format. Resume Length While there's no set rule for resume length, one to two pages is typically recommended for an event project manager position. It's crucial to keep your resume concise and highlight only the most relevant information. Use short paragraphs and bullet points to make your resume easy to skim. Resume Design A clean and professional design is essential for an event project manager resume. Consider using a modern and readable font. Use headings and subheadings to organize different sections of your resume. Utilize strategic white space to make your resume visually appealing. Resume Format The most popular format for an event project manager resume is the reverse-chronological format. This format focuses on your work experience, listing the most recent position first. Include a summary or objective statement at the beginning to grab the hiring manager's attention. Use bullet points to highlight your accomplishments and skills within each section. When crafting your event project manager resume, there are several sections that are essential to include: Contact Information: Include your name, phone number, email address, and LinkedIn profile URL. Summary/Objective Statement: Showcasing your key qualifications and career goals. Work Experience: Highlight your relevant work experience, using the Context-Action-Result (CAR) framework to showcase your accomplishments. Education and Certifications: List your academic achievements and any relevant certifications. Skills: Include a section highlighting your technical and soft skills that are relevant to event project management. Additional Sections (Optional): Depending on your background, consider including sections such as professional affiliations, volunteer experience, or language proficiency. When describing your work experience as an event project manager, it's important to focus on your achievements and the impact you made. One effective way to structure your bullet points is by using the Context-Action-Result (CAR) framework: Context: Begin by providing context for the project or situation you were involved in. Describe the scope, objectives, and any challenges you faced. Action: Detail the actions you took to address the challenges and meet the project goals. Emphasize your project management skills, problem-solving abilities, and leadership qualities. Result: Highlight the outcomes and results of your actions. Include quantitative metrics whenever possible to demonstrate the impact of your work. Here are a few examples of bullet points using the CAR framework: Context: Led a team of 10 event coordinators to plan and execute a large-scale conference for 500+ attendees. Action: Developed a detailed event timeline, coordinated with vendors, and managed the budget to ensure a successful event. Result: Received positive feedback from attendees, achieving a 98% satisfaction rate, and staying under budget by 15%. Context: Managed multiple simultaneous events, including trade shows, product launches, and corporate galas. Action: Collaborated with cross-functional teams to develop event strategies, oversee logistics, and ensure seamless execution. Result: Increased event attendance by 20% year-on-year, resulting in enhanced brand visibility and generating $1 million in new business. As you create your event project manager resume, keep these key takeaways in mind: Keep your resume concise, ideally one to two pages in length. Opt for a clean and professional design, utilizing headings and subheadings for clarity. Follow the reverse-chronological format to highlight your relevant work experience. Include sections such as contact information, summary/objective statement, work experience (utilizing the CAR framework), education and certifications, skills, and additional relevant sections. Utilize the CAR framework to craft impactful bullet points that highlight your accomplishments and the results of your actions. By following these guidelines and tailoring your event project manager resume to the specific job requirements, you'll increase your chances of landing the position you desire. Good luck!

Advertising Sales Executive

When it comes to creating a resume for an Advertising Sales Executive role in 2024, there are a few key formatting considerations to keep in mind: Length: Aim to keep your resume to one page if possible. Recruiters often have limited time, so it's important to make your information concise and relevant. Design: While a visually appealing resume can catch attention, make sure it remains professional. Stick to a clean and simple design that is easy to read. Format: Use a reverse-chronological format, listing your most recent experience first. This helps recruiters quickly see your career progression. When putting together your Advertising Sales Executive resume, consider including the following sections: Contact Information: Include your name, phone number, email address, and LinkedIn profile. Summary or Objective: A brief overview of your skills, experience, and career goals. Experience: Highlight your relevant work experience using the Context-Action-Result (CAR) framework. Skills: List the key skills that are relevant to the role, such as sales techniques, market research, and negotiation skills. Education: Provide details of your educational background, including any certifications or relevant coursework. Achievements: Showcase any notable achievements or awards that demonstrate your success in the industry. References: Optional, but you can include references or mention that they are available upon request. Using the Context-Action-Result (CAR) framework is an effective way to present your experience on your Advertising Sales Executive resume. Here are some examples of bullet points: Context: Developed and implemented a comprehensive advertising strategy for a leading tech company. Action: Collaborated with cross-functional teams to identify target audiences and create compelling marketing campaigns. Result: Increased sales revenue by 30% within six months and exceeded annual advertising targets. Context: Managed a portfolio of key accounts, including major national brands. Action: Built strong relationships with clients, understood their business needs, and created tailored advertising solutions. Result: Achieved a client retention rate of 90% and consistently exceeded sales targets by 20% year over year. In summary, here are some key takeaways when creating your Advertising Sales Executive resume: Keep your resume concise and focused, aiming for a one-page length. Stick to a professional and visually appealing design. Use the CAR framework to highlight your experience, focusing on the context, action, and results. Include relevant sections such as contact information, a summary/objective, experience, skills, education, achievements, and optional references. By following these guidelines and tailoring your resume to the specific requirements of the Advertising Sales Executive role, you can greatly increase your chances of catching the attention of recruiters and landing your dream job.

Jobscan > Resume Formats

Resume Formats That Help Get You Job Interviews

Find out how to choose the best resume format to showcase your skills, experience, and achievements.

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A good resume format organizes your skills, experience, and achievements. It tells hiring managers what they need to know.

Having a good resume format is important for another reason. It helps applicant tracking systems (ATS) read and understand your resume.

ATS is a computer software that most companies use today to help them hire employees. One of the main jobs of ATS is to screen the hundreds of resumes that come in for every job opening.

If your resume isn’t formatted the right way, the ATS will have trouble reading it. This makes it far less likely that a hiring manager will see your resume.

Don’t worry! Choosing a resume format isn’t as hard as it sounds. This article will guide you through the process.

By the end of it, you’ll know which resume format is best for your situation.

The 3 basic resume formats

There are three basic resume formats to choose from. They are:

• Chronological – Lists your work history in order, starting with your most recent job first.
• Functional – Focuses on your skills and accomplishments instead of your work history.
• Hybrid – Places your skills and accomplishments at the top, before your work history.

It’s important to understand the pros and cons of each format. This allows you to choose the one that best suits your specific situation and career goals.

After choosing a format, consider using a resume template to help create your resume. A template is a pre-designed layout that provides a structured framework for presenting your skills and experience. All you have to do is fill in your information.

Jobscan has a variety of free resume templates you can use. Our templates come in all three resume formats and each one is ATS-friendly.

Chronological

The chronological resume format

Also known as the “reverse chronological” resume, this is the most common type of format. You’re most likely already familiar with it.

As the name suggests, this format lists your most recent job first. Then your second-most recent job, your third-most recent job, etc…

Why do hiring managers like the chronological resume?

Hiring managers often prefer the chronological resume format for several reasons:

• It’s easy to follow – Recruiters can scan through your resume. It’s easy for them to find the companies you’ve worked for and the positions you’ve held.
• It’s the most traditional – Hiring managers are very familiar with this format. It won’t confuse them.
• It shows your career growth – Your work history makes it easy for recruiters to see how your career is going.

Who should use the chronological resume format?

Because this resume format focuses on work experience, it’s often used by job seekers who:

Have a strong work history

This format is ideal for job seekers who have lots of relevant work experience. It allows recruiters to see your career trajectory at a glance. They can get a good sense of the breadth and depth of your expertise.

Work in traditional industries

Many traditional industries prefer the chronological format. These industries include finance, engineering, healthcare, and legal professions. These sectors generally place a strong emphasis on a candidate’s work history.

Have a stable career path

The chronological resume is good at showing steady career growth within an industry. Hiring managers like to see this because it shows commitment.

How to set up a chronological resume

The reverse chronological resume contains the following sections, from top to bottom:

• Contact Information : Begin your resume with your name, phone number, and email address. You can also include a professional website or LinkedIn profile (if applicable).
• Resume Summary : This is a short statement about your goals, qualifications, and experience. It should provide a snapshot of your professional profile.
• Work Experience : This is the heart of the chronological resume. List your jobs in reverse chronological order, starting with your most recent position. Include the company name, job title, and dates of employment. Add a brief description of your responsibilities and accomplishments for each role.
• Education : This section should also be in reverse chronological order. List degrees earned, school names, and graduation dates. You may also want to list academic honors or certifications relevant to your field.
• Skills : This section allows you to highlight relevant skills. Include both hard and soft skills.
• Additional Sections : Depending on your background, you may choose to include more sections. These could include volunteer work, hobbies, publications, or foreign languages.

You don’t have to create your resume from scratch. You can use a resume template. This is a pre-designed layout that includes all the sections listed above. All you have to do is fill in your information.

Jobscan has free resume templates . Each one is ATS-friendly and can be easily customized to suit your needs.

Pros and cons of the chronological resume format

• Draws attention to employment gaps – Shows if you’ve had periods of unemployment or job breaks.
• Not ideal for career changers – Does not highlight your transferable skills. These are important if you are making a significant career change.
• Less focus on skills – Does not immediately highlight your specific skills. These are listed later in a separate skills section.
• Emphasizes career progression – Highlights promotions, increased responsibilities, and relevant experience.
• Preferred by recruiters – This makes it easy for them to assess your work history.
• Shows career stability – A stable career shows commitment to a job or industry.
• ATS-friendly – Applicant tracking systems are familiar with this format. They should have no problem reading and understanding your information.

Functional resume format

This is also known as the skills-based resume format. It’s quite different from the chronological resume format.

The chronological format focuses on your work history. The functional format focuses on your skills and achievements. It minimizes your work experience.

This has several advantages:

• Focusing on your skills helps recruiters see if you can do the job.
• This format downplays negatives like employment gaps, career changes, and limited work experience. Instead, it focuses on positives, such as your transferable skills.
• This format also focuses on achievements that are relevant to the job you’re applying to. This makes it easier for recruiters to assess your capabilities.

Why do hiring managers like the functional format?

Actually, hiring managers don’t like the functional resume format!

This is because the lack of work experience makes it hard for them to understand your career. The functional format can also hide periods of unemployment. Hiring managers prefer transparency.

Another big reason why you shouldn’t use the functional resume format is that it’s not ATS-friendly.

ATS scan resumes for specific keywords, job titles, and dates. They use this information to assess an applicant’s qualifications for a specific job.

But functional resumes don’t focus on job titles and dates. So the ATS might have trouble reading and understanding them. As a result, functional resumes may not receive high rankings from an ATS.

Who should use the functional resume format?

While we don’t recommend using a functional resume, it can help certain job seekers. Especially those who:

Have transferable skills

Are you considering a career change? The functional format might be for you. It emphasizes your transferable skills that are relevant to the desired role.

Transferable skills are abilities that you can use in any job in any field or industry. They include things like communication, problem-solving, leadership, time management, organization, and adaptability.

Have limited work experience

The functional resume is for recent graduates or people with limited work experience. This is because it highlights things like your school achievements, hobbies, and volunteering.

Have employment gaps

The functional format downplays gaps in your work history. It redirects the focus of hiring managers toward your skills.

How to set up a functional resume

When creating a functional resume, follow this structure:

• Contact Information: This is the same regardless of which resume format you choose. Include your name, phone number, email address, and location.
• Resume Summary: The resume summary provides a concise snapshot of your qualifications. It should touch upon your unique skills, expertise, and accomplishments. The goal is to attract the reader’s interest.
• Skills Section : This is the heart of your functional (or skills-based) resume. This section should include a combination of hard skills (technical abilities specific to the job) and soft skills (transferable skills like communication , leadership , problem-solving , etc.).
• Use bullet points when creating your skills section. List your most relevant skills first. Whenever possible, try to include achievements that display relevant skills.
• Work Experience: Whatever work experience you have should come after your skills section. Don’t list detailed job descriptions. Instead, focus on the accomplishments, projects, and experiences that show your skills.
• Education : Include information about your educational background. This includes degrees earned, institution names, and graduation dates. Also include relevant coursework, certifications , or academic achievements.

If you don’t want to build your functional resume from scratch, try Jobscan’s free resume templates . They’re easy to customize and each one is ATS-friendly.

Pros and cons of the functional resume format

• Lack of detailed work history – Employers often want to see your work experience to see if you can do the job.
• No career timeline – Recruiters may find it hard to grasp the chronology of your work experience. This is because the focus is on your skills.
• Less suitable for established industries – Some industries focus more on work history.
• Highlights skills and achievements – This shows employers that you have what it takes to do the job.
• Good for career changers – This format focuses on your transferable skills. These give recruiters a good idea of your potential.
• Hides employment gaps – This format can lessen concerns about gaps in your work history.

Hybrid resume format

The hybrid resume format is becoming more popular. It combines the best aspects of the chronological and functional resume formats.

That’s why it’s called a hybrid .

The hybrid resume emphasizes both skills and work history. It features a dedicated skills section at the top of the resume. Below that is a chronological work experience section.

This format is especially helpful when you have lots of work experience but also want to show off your skills and accomplishments.

Why do hiring managers like the hybrid format?

Hiring managers appreciate the hybrid resume format for several reasons:

• It strikes a balance – Recruiters can see your skills and your work experience.
• It focuses on key skills – Sometimes recruiters want to make sure you have the skills to do the job. This resume format tells them immediately.
• It shows career progression – The hybrid resume provides a clear overview of your career path.

Who should use the hybrid resume format?

Anyone can use the hybrid resume format to great advantage. It’s especially suited to job seekers who:

Have a diverse skill set

You might have the perfect skills for the job. But your work experience is a little weak. This format allows you to feature your skills while downplaying your work experience.

Want to emphasize achievements

The hybrid format allows you to showcase achievements as well as skills at the top of your resume.

Are changing careers

The hybrid is good if you are transitioning to a new field. It focuses more on your transferable skills and slightly less on your work history.

How to set up a hybrid resume

When creating a hybrid resume, follow this structure:

• Contact Information : Begin with your name, contact details, phone number, and email address. You can also include your professional website or LinkedIn profile (if applicable).
• Resume Summary: Try to distill your entire resume into a short, easy-to-read blurb. Summaries can help career changers who need a place to explain a shift in career trajectory.
• Skills Section : Use bullet points to list your skills and achievements. Include both hard skills and soft skills.
• Work Experience: List your jobs in reverse chronological order. Start with your most recent or current position. Include the company name, job title, and dates of employment. Also, include a brief description of your responsibilities and accomplishments for each role.
• Education : List your education as you would on a chronological resume. Include degrees earned, school names, and graduation dates. You may also want to list academic honors or certifications relevant to your field.

If you don’t want to build your hybrid resume from scratch, try Jobscan’s free resume templates . They’re easy to customize and each one is ATS-friendly.

Pros and cons of the hybrid resume format

• Can result in a longer resume – The hybrid format may result in a longer resume. This is due to the inclusion of both a skills section and a detailed work history. But this shouldn’t be a problem as long as your resume isn’t more than two pages.
• Requires more thought – It can be hard to achieve the right balance between skills and work history. It requires thoughtful consideration and planning.
• Highlights your skills – By showing your skills first, this format captures the attention of hiring managers who are looking for them.
• Showcases your career progression – This format includes a chronological work experience section. This gives employers a good sense of your professional background and experience.
• Adaptable – The hybrid resume is flexible and easy to customize for specific jobs.
• ATS-friendly – ATS should have no problem reading this type of resume format.

If you’re still not sure which format to use for your resume, follow this flowchart to help you decide based on your situation.

How to format your resume so an ATS can read it

It’s important to choose the right resume format. But it’s also important to optimize your resume layout and content for an ATS.

If your resume is not optimized for an ATS, it’s less likely to make it into the hands of a hiring manager. Even if you have relevant skills and experience.

Here are some tips for creating a resume that will get past the initial screening of an ATS.

• Use standard fonts – Stick to common fonts like Arial, Calibri, or Times New Roman. Avoid fancy or decorative fonts. The ATS may not recognize them.
• Keep it simple – Avoid excessive formattings, such as tables, images, or graphics, as they may confuse the ATS.
• Use simple headings – Use headings like “Work Experience,” “Education,” and “Skills”. The ATS can read these without a problem.
• Use plain text – Stick to basic formatting like bullet points and simple indentation. Avoid using headers or footers, text boxes, columns, or special characters.
• Use a font size that is easy to read – The recommended font size is 11-12 pt for regular text and 14-16 pt for section titles.
• Use the right margin – Make sure that the margins on all sides of your resume are 1 inch so that it doesn’t look too crowded.
• Include relevant keywords – Read the job description and pick out prominent keywords. Incorporate these keywords throughout your resume. This helps the ATS recognize your qualifications. It will then rank your resume higher in the search results.
• Use standard file formats – Save your resume as a .docx or .pdf file. These formats are widely compatible with most ATS systems.
• Avoid abbreviations and acronyms – Spell out acronyms and avoid excessive abbreviations. The ATS may not recognize uncommon abbreviations.
• Keep the file name simple – When saving your resume, use a simple file name. You could use the word “resume” for example. This makes it easier for the ATS and hiring managers to identify and organize your file.

Pro Tip : Use Jobscan’s free resume templates to start building your resume. All our templates are ATS-friendly and easy to customize.

5 tips for writing a resume that will get you interviews

Here are some additional tips that will help you create an effective resume:

Tailor each resume to the job you are applying for

Don’t make the mistake of sending out the exact same resume with every application. Yes, it’s easy. It’s also ineffective.

Instead, read the job description to find out which skills and qualifications are most important. Then try to include those skills on your resume.

When you use the same language on your resume that’s found in the job description, you increase your chances of getting an interview.

Highlight achievements as well as responsibilities

While it’s important to list your job responsibilities on your resume, you also want to highlight accomplishments .

Responsibilities are what you did. Accomplishments are how well you did it.

For example, if you increased sales or reduced costs, be sure to mention these accomplishments.

Use action verbs

Action verbs paint a clearer picture of your qualifications. They increase the overall impact of your resume.

Instead of simply stating that you were “responsible for” a certain task or project, explain how you took charge and made it happen.

For example, you could say that you “spearheaded a new initiative” or “coordinated a complex team effort.”

Use numbers

Try to use numbers whenever possible. Numbers show the true scope of your accomplishments to hiring managers.

Instead of saying that you “Created marketing campaigns” you could say that you “Created 10 successful marketing campaigns that generated a 20% increase in leads.”

Use active voice, not passive

Always try to use active voice instead of passive voice when writing your resume. Active voice is more direct, concise, and easier to read.

In active voice, the subject of the sentence is doing the verb. In passive voice, the subject is being acted upon by the verb.

If you’re not sure whether your resume is using active or passive voice, try running it through the Hemingway editor . It’s free and will tell you if you’re using passive voice.

Additional resume resources

Selecting the right resume format is the first step to creating an impactful resume. To learn more about how to create a resume that will stand out, check out these additional resources:

• How to Write a Resume That Recruiters Will Really Love – This step-by-step resume guide will teach you how to write a resume that stands out.
• How to Add Work Experience to Your Resume – Learn how to create a work experience section that will grab the attention of hiring managers.
• 8 Things You Need to Know About Applicant Tracking Systems (ATS) – Here’s everything you need to know about ATS. What they are, how they work, and especially how you can “beat” them!
• How to Write a Strong Resume Skills Section – Here are the top resume skills employers are looking for. Learn how to list them on your resume.
• Hard Skills vs. Soft Skills – Learn the difference between hard and soft skills and why you need both on your resume.
• Free Professional Resume Templates – These ATS-friendly resume templates feature sleek, minimalist designs.

FAQs about resume formats

What does ats-friendly resume format mean.

An ATS-friendly resume format is one that can be read by Applicant Tracking Systems (ATS). Employers use these systems to manage and filter large volumes of resumes.

When you use an ATS-friendly format , it increases the chances that a hiring manager will find your resume.

Is a resume format the same as a resume template?

No, they are two different things.

Resume format refers to the structure and organization of the content in a resume. A resume template refers to a pre-designed layout you can use to create a resume.

Is there a separate student resume format?

There isn’t a specific “student resume format” per se. Students generally use the same resume formats as other job seekers. But they may emphasize different sections or information.

A student’s resume highlights coursework, internships, part-time jobs, extracurricular activities, and academic achievements.

What is the best resume format for 2023?

The best resume format for you depends on your specific circumstances. This includes your work experience, career goals, and the industry you’re targeting.

Having said that, we like the hybrid resume format .

Employers are looking for job candidates who have the right skills. And the hybrid resume features skills right at the top of the resume. Employers also want to see a work experience section on a resume. The hybrid has that as well.

This powerful combination of skills and experiences makes the hybrid resume our top choice for 2023 and beyond.

Free Professional Resume Templates

Jobscan’s free Microsoft Word compatible resume templates feature sleek, minimalist designs and are formatted for the applicant tracking systems that virtually all major companies use.

Explore more resume resources

How to write a resume

Resume Templates

Resume Examples

Resume Builder

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